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Office Coordinator

2 months ago

Toowoomba, Queensland, Australia Morgans Financial Limited Full time

Job Title: Office Administrator

Company: Morgans Financial Limited

About Morgans Financial Limited

Morgans Financial Limited is a leading national full-service stockbroking and wealth management network, providing a comprehensive range of wealth management, investment advice, and corporate finance services. We pride ourselves on our people, expertise, core values, and diversity. Our mission is to deliver exceptional client experiences and provide tailored solutions to meet the evolving needs of our clients.

Our Ideal Candidate will have:

  • The ability to conduct tasks with minimal supervision and a high level of autonomy
  • Strong attention to detail and accuracy, with a keen eye for quality and precision
  • Excellent presentation and communication skills, with a positive and cheerful personality
  • Minimum 1-2 years' experience in a similar role, with a strong understanding of administrative procedures and protocols

Key Responsibilities:

  • Providing general administrative support to financial advisers and support staff, including managing schedules, coordinating meetings, and maintaining accurate records
  • Assisting with new client onboarding, including verifying client information and ensuring compliance with regulatory requirements
  • Communicating effectively with third-party organizations, including vendors, suppliers, and other stakeholders
  • Supporting the team in maintaining accurate and up-to-date records, including client files and financial data
  • Assisting with ongoing client review and maintenance, including updating client information and ensuring compliance with regulatory requirements

Requirements:

  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients
  • Proficiency in Microsoft Office and other administrative software, with the ability to learn new systems and technologies
  • Ability to maintain confidentiality and handle sensitive information with discretion

What We Offer:

A dynamic and supportive work environment, with opportunities for professional growth and development. A competitive salary and benefits package, including a generous superannuation scheme and access to employee discounts. A chance to work with a leading financial services company, with a strong commitment to excellence and customer satisfaction.