Office Coordinator

2 weeks ago


Brisbane, Queensland, Australia KBH Solutions Full time $70,000 - $75,000 per year

Are you a self-starter with a knack for multitasking and with a good sense of humour? Work for a small but growing family-owned financial planning business located in fantastic city offices.  

This is a varied role liaising with clients and stakeholders.  We are looking for some that is detail orientated, strong customer service skills and has strong time management skills.  

What You'll Be Doing:

  • Monitor and respond to emails and phone calls
  • Assisting planners with setting up new client files
  • Manage insurance applications and associated administration
  • Handle sensitive and confidential information with professionalism and discretion
  • Prepare and edit correspondence, prepare essential documents for meetings
  • Liaise with various parties such as fund managers and accountants to gather client information
  • Welcome clients – telephone and in person
  • Scheduling and confirming appointments for staff
  • Tackling any other tasks that come your way.

What We're Looking For:

  • Proven customer service skills and a client-first mindset
  • Clear, confident communication—written and verbal
  • Ability to juggle tasks while staying calm under pressure
  • Self-motivation and initiative, with a collaborative spirit
  • Prior experience in admin or customer service (bonus if it's in insurance or financial services)
  • Strong computer literacy
  • A positive, professional attitude and a great team player

On Offer:

  • Excellent training and ongoing support to help you thrive
  • $73K - $75K plus Super
  • A welcoming team culture in brand-new city offices
  • Free coffee and a role that's varied and engaging

If you're ready to bring your precision and personality to a team that values both, we'd love to hear from you.

Apply NOW or reach out to Vanessa at for more info.



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