Main characteristics
- Location
- Adelaide, South Australia
- Company
- Randstad
- Salary
- AU$ 60000 - AU$ 70000 /per year
- Employment type
- Permanent
- Category
- administration & office support
Job summary
job detailsBe the key go-to person for all office enquiries in this well established office
About the company
Our client has a fantastic opportunity for an experienced office coordinator to join their friendly, well established team. Our client prides itself on working for and with their customers specializing in investment, superannuation and retirement planning advice.
About the role
The office coordinator will be responsible for supporting the day-to-day functions of the office, supporting the company directors and assisting with any client queries. The ideal candidate will be someone organized, self-motivated and with a real flare for providing exceptional service.
In this role, you will manage the daily office activities, arrange appointments and attend to client enquiries.
Duties
- Assist with general duties to ensure that client trades are executed and settled efficiently
- Provide exceptional customer service to clients, prompt responses and the correct information
- Answer incoming phone calls ensuring that messages captured and delivered
- Assist where possible with any morgan website enquiries
- Organize general outgoing correspondence - mail outs, portfolio valuations, change in address
- Maintain an appropriate filing system to meet the needs of the team
- Use salesforce to record client requests
- Prepare meeting roms for client meetings and client/staff functions
- Open new clients files and prepare welcome packs for new clients
- Arrange invoices for fee for Service and financial plans, keeping advisers informed of outstanding invoices
About you
- Self-motivated and deadline driven
- Excellent time management skills
- High attention to detail and accurate data entry
- Highly organized
- Proficient in Microsoft Suite
- Financial background preferable
- Engaging and approachable
- Excellent written and verbal communication skills
Randstad is committed to identifying the perfect match between our clients, candidates and their true fit to the job. To apply, please follow the apply now prompts.
If you would like more information, please email Rachael Coyle on [Apply online] or call on 8461 4423 for a confidential discussion.
If the position is not quite right and you are passionate about delivering superb administration service and achieving ultimate customer satisfaction, LETS CONNECT!
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
...
Be the key go-to person for all office enquiries in this well established office
About the company
Our client has a fantastic opportunity for an experienced office coordinator to join their friendly, well established team. Our client prides itself on working for and with their customers specializing in investment, superannuation and retirement planning advice.
About the role
The office coordinator will be responsible for supporting the day-to-day functions of the office, supporting the company directors and assisting with any client queries. The ideal candidate will be someone organized, self-motivated and with a real flare for providing exceptional service.
In this role, you will manage the daily office activities, arrange appointments and attend to client enquiries.
Duties
- Assist with general duties to ensure that client trades are executed and settled efficiently
- Provide exceptional customer service to clients, prompt responses and the correct information
- Answer incoming phone calls ensuring that messages captured and delivered
- Assist where possible with any morgan website enquiries
- Organize general outgoing correspondence - mail outs, portfolio valuations, change in address
- Maintain an appropriate filing system to meet the needs of the team
- Use salesforce to record client requests
- Prepare meeting roms for client meetings and client/staff functions
- Open new clients files and prepare welcome packs for new clients
- Arrange invoices for fee for Service and financial plans, keeping advisers informed of outstanding invoices
About you
- Self-motivated and deadline driven
- Excellent time management skills
- High attention to detail and accurate data entry
- Highly organized
- Proficient in Microsoft Suite
- Financial background preferable
- Engaging and approachable
- Excellent written and verbal communication skills
Randstad is committed to identifying the perfect match between our clients, candidates and their true fit to the job. To apply, please follow the apply now prompts.
If you would like more information, please email Rachael Coyle on [Apply online] or call on 8461 4423 for a confidential discussion.
If the position is not quite right and you are passionate about delivering superb administration service and achieving ultimate customer satisfaction, LETS CONNECT!
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
- skills
excellent written and verbal communication skills, Attention to detail, prioritise own work and be autonomous
- qualifications
- no
- education
Secondary School/High School
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