Receptionist

Recruit With Me has partnered with a well established, professional business in Warwick as they look to appoint a new Receptionist.

This is a unique role locally and our client is able to provide training so you can take ownership of your new position! Whether your background is administration, reception, hospitality, retail, or another customer-focused role, what matters most is your professionalism, ability to communicate confidently, and willingness to learn in a supportive team environment.

About the Role

The Receptionists are the core administrative specialists within this well-established business, responsible for ensuring their advisers deliver exceptional service and support to clients, assisting in maintaining strong ongoing client relationships, and supporting the operational needs of the broader team.

What you'll be doing

• Handle client communications promptly and professionally, recording all interactions within the CRM system.
• Manage the adviser’s administrative work tasks and ensure that the team effectively provides administrative and client service support to the adviser and their clients.
• Prepare documents for client presentations.
• Generate review reports for ongoing advice meetings.
• Prepare application forms and correspondence for new and existing clients.
• Manage the implementation of advice for superannuation, investment, and insurance products, including following up outstanding documents with clients and other stakeholders.
• Liaise with third-party providers, government departments, accountants, lawyers and other professional advisers.
• Ensure client files are accurately maintained, and information is stored appropriately in accordance with business guidelines.
• Perform other duties as necessary to support the advice process for clients and the business.

This could be the role for you! If you have....

• Outstanding communication and interpersonal abilities.
• An ability to work well in a team environment and independently.
• Excellent time management and prioritisation skills.
• Demonstrated critical thinking and problem-solving skills.
• Strong attention to detail.
• Proficiency in the Microsoft Office suite of products.
• Prior experience in a customer or client facing role

Then we would love to hear from you! Apply today. For a confidential discussion, call Stephanie Kelly on [0413 631 231](tel:0413 631 231).