Receptionist
Receptionist required for fast paced financial planning firm. Ideal for someone who lives south of the river.
Summary about this job
Receptionists
Company: Executive Wealth Partners
Location: Perth
Work type: Part Time
Salary: n\a
Phone: +61-8-4897-3002
Fax: +61-8-1309-5535
E-mail: n\a
Site: n\a
Detail information about job Receptionist. Terms and conditions vacancy
Located south of the river in O’Connor, Executive Wealth Partners is a growing, boutique financial advisory practice, providing a range of wealth management and strategic advice solutions to professionals, families and small business owners.
We have another job vacancy for a Receptionist to join our team on a part-time basis (25 hours per week).
Your duties will include, but are not limited to:
- Welcoming clients to Executive Wealth Partners
- Answering incoming calls and resolving client queries
- Calling clients to arrange introduction and review meetings
- General administration/office duties
- Liaising with clients to collect required information for preparing advice
- Administrative requirements relating to annual reviews and ongoing compliance
The successful candidate should have:
- Minimum 12 months experience in a financial planning or related office based role
- Excellent communication skills and confident in dealing with people
- Ability to work to deadlines, prioritise tasks and good problem solving skills
- Excellent organisational and follow-through skills.
- An ability to anticipate what is required of them and to work without supervision
- Experience with Microsoft Word/Outlook/Excel
To apply, please click on the appropriate link and forward a copy of your resume & covering letter.
Please Note: only short listed applicants will be contacted
No recruitment companies please.