At a Glance
- Tasks: Greet clients, manage appointments, and handle paperwork in a dynamic office environment.
- Company: GMB Financial, a friendly financial planning practice in Townsville.
- Benefits: Gain real responsibility and experience in client services and administration.
- Other info: Opportunity for growth and learning in the financial planning sector.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Strong communication skills and a friendly attitude are essential.
The predicted salary is between 55485 - 67815 $ per year.
GMB Financial, a Townsville-based financial planning practice, is seeking a friendly front desk administrator to greet clients in person and over the phone and keep the admin side running smoothly from day one.
This hands-on role offers variety and real responsibility, with opportunities to be involved in client onboarding, appointment bookings, paperwork, and liaison with product providers, all from our Hyde Park office.
Client Services Lead — Financial Planning employer: GMB Financial
GMB Financial offers a hands-on role with real variety and responsibility, making it an attractive workplace for those looking to grow in the financial planning industry. The company prides itself on being family-focused and community-minded, fostering a welcoming environment for both clients and employees. Opportunities for involvement in client onboarding and administrative tasks provide valuable experience and professional development.
