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Receptionist and Executive Support
Full-time, Canberra ACT

This is an excellent opportunity for an experienced Receptionist looking to grow their career or for an Executive Assistant looking for an opportunity to transfer their skills and start their career in the Financial Planning industry.

 

 

On offer is:

  • a fast-paced position with Canberra’s largest privately owned advisory firm;

  • the support of a fully qualified team of client service professionals;

  • the opportunity to liaise with clients, and add value to our client relationships;

  • positive and supportive work culture; and

  • state of the art working environment in the heart of Canberra City.

 

You will be the face of the company as director of first impressions greeting clients on the phone, and in person providing administrative support to our busy office with duties including (but not limited to):

  • perform the “meet and greet” for clients when they arrive at our office

  • front office management including booking appointments, dealing with incoming phone calls and attending to clients

  • provide a broad range of administrative and clerical support to the team;

  • liaising with third parties

  • data entry and maintenance of accurate client information

  • effectively communicate between clients and business staff

  • organising the daily mail, incoming and outgoing

  • management of office supplies, kitchen and staff amenities;

  • coordinating staff and client functions; and

  • handling miscellaneous requests from advisers and requests for assistance from other staff with good grace and humour! 

 

The applicant we are seeking would possess the following:

  • strong work ethic

  • high attention to detail – you are naturally highly organised and take great pride in delivering quality work

  • You enjoy being part of a team

  • excellent communication skills, both written and verbal

  • a friendly and professional demeanour

  • Microsoft Office Applications knowledge 

  • ability to write clearly and concisely using good grammar and punctuation

  • effective time management: prioritising, delegating, problem-solving, scheduling

  • handle confidential information with discretion

 

We are a growing business and are leaning into the future of financial advice and building for the future. We are willing to invest in our staff with full on-the-job training, mentoring and pathways for further development.

You will be rewarded with:

  • a progressive approach to work life balance

  • learning and development opportunities

  • quarterly check-ins with our HR Manager; to discuss your career goals

  • a newly renovated office in Canberra City with a variety of parking and public transport options 

  • other perks of the job include an active social club, regular team morning tea’s, lunches and team building days

  • a 4pm Friday finish and;

  • a warm, inclusive, and collaborative working environment.

 

If this ad has piqued your interest and you would like to have a confidential discussion to learn more, please contact Head of People and Culture, Rachel Barrer, (details below).

To apply, send an email catherine@parkerfinancial.com.au with your current CV and cover letter.

CAREER OPPORTUNITIES

The Parker Wealth Management Group is Canberra's largest, independent Australian Financial Services Licensee holder, comprising Parker Financial Services and BL&A, both of which are leading financial planning businesses.

We are experiencing strong growth and are seeking dedicated and motivated team members. For the right candidate, being part of our team means that your future is unlimited. We offer attractive salaries and a bonus system, flexibility to work from home, and a commitment to our team’s well being and work-life balance.

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