Financial Planning Support Officer

About us

Robertson Scannell is a leading Toowoomba based financial firm employing more than 50 staff.  Founded in 1978, we have an extensive history of collaboration with clients and a proven commitment to helping them build profitable businesses. 

At Robertson Scannell, we recognise that our people are the cornerstone of our success. As a team we strive to create a positive workplace culture, supported by an active social club, and value the people who work as part of our team. We are committed to the holistic success of our staff, focused on training and development, and provide a workplace environment that actively supports work-life balance, including RDOs and a 9 Day Fortnight. 

If you have positive energy, a motivated work ethic, and believe that achieving a great workplace culture requires an intentional effort, you'll be an excellent match for our team. 

Your role

We are looking for an experienced Administration Support Officer to join our dynamic Financial Planning team in a full-time capacity. This is an excellent opportunity for a highly organised administrator who enjoys working within a team environment and having a meaningful impact on our clients.

Your responsibilities will include:

• Responding to client queries in a timely and professional manner.

• Liaising with third parties, such as fund managers and Centrelink.

• Providing high-level administrative support to advisers and the broader financial planning team.

• Maintaining accurate client records within our CRM system (XPlan).

• Using your initiative to improve efficiencies in all areas of administration.

We want to hear from people who have:

• Exceptional attention to detail and strong organisational skills.

• Well-developed people skills and phone manner.

• A high level of professionalism and strong communication skills.

• The ability to thrive in a dynamic, deadline-driven environment and manage competing priorities.

• Confidence working with the Microsoft Office suite.

• Understanding of superannuation will be advantageous.

We see this role as a fantastic opportunity for a skilled administrator to bring their experience into a professional services environment and make a genuine impact within our team.

If this sounds like the perfect role for you, please apply via SEEK including a cover letter and your CV.