Adviser support

6 days ago


Toowoomba, Queensland, Australia RI ToowoombaIpswich Full time

RI Toowoomba and Ipswich is a family-oriented franchise that has been providing financial advice in the Darling Downs area since 1992. We are dedicated to helping individuals make the most of their lives by providing sound financial advice and ongoing support. Led by Jeff English, our highly skilled team listens to clients' needs and goals to create strategies for a secure, comfortable lifestyle free from financial worries.

Role Description

This is a full-time on-site role for an Adviser Support position located in Toowoomba, QLD. The Adviser Support will assist with the day-to-day tasks of providing technical and customer support, shaping client strategies with an Adviser and coordinating requirements for client meetings. Responsibilities include handling client inquiries, managing appointments, and providing administrative assistance to advisers.

Qualifications
  • Strong Interpersonal Skills and Customer Support abilities
  • Technical Support proficiency
  • Organizational and time management skills
  • Ability to work well in a team environment
  • Previous experience in financial services is a plus
  • Relevant educational background preferred
Seniority level
  • Entry level
Employment type
  • Full-time

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