In-Demand Financial planner Jobs in Herston, Qld

Client Services and Administration Officer
Apiary Financial —Milton QLD
- $60,000 - $70,000 a year
- Urgently hiring
- Microsoft Office
- Administrative experience
- Computer skills
Quick Apply
Project Cost Controller
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
Principal Urban Planner
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Microsoft Office
- Business
- Communication skills
11d
Advice Growth Manager (QLD/WA)
Insignia Financial Ltd —Brisbane QLD
- Full-time
- Leadership
9d
Senior Urban Planner
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
11d
Planner
GR Engineering Services —Brisbane QLD
- Construction experience
- Parental leave
- Employee assistance program
Quick Apply
4d
Logistics Planner (Allocator)
Heidelberg Materials —Pinkenba QLD
- From $73,288.20 a year
- Full-time
- Construction experience
- Annual leave
- Parental leave
8d
Senior Cost Planner
John Holland —Fortitude Valley QLD
- Construction experience
- Parental leave
Financial Planner
Septennial Group —Brisbane QLD
- Full-time
- Management
- Presentation skills
- Communication skills
Quick Apply
Environmental Scientist/Geoscientist/Engineer/Geologist and Hydrogeologist
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
Proposal Specialist
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Environmental Impact Assessment Lead - Relocate to Townsville
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Budgeting
- Relocation assistance
14d
Graduate Civil Engineer - Brisbane l 2027 Graduate Program
Spiire —Brisbane QLD
- Full-time
- Parental leave
2d
Development Manager
DCOH —Brisbane QLD
- Full-time
- Master's degree
- Organisational skills
- Construction experience
Quick Apply
Senior M365 Specialist
Datacom —Brisbane QLD
- Full-time
- Hybrid work
- Azure
- Microsoft Office
- SharePoint
- Parental leave
- Employee discount
Quick Apply
BIM Technician
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- AutoCAD
- CAD
- Health insurance
- Parental leave
Interior Designer
Architectus —Brisbane QLD
- Full-time
- Bachelor's degree
- Construction experience
- Work from home
- Parental leave
Fire Protection Engineer
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
Technical Director/ WA Ports Lead - Perth
Moffatt & Nichol —Brisbane QLD
- Full-time
- English
- Business development
- Bachelor's degree
Quick Apply
Senior Zoologist - Relocate to Perth
AECOM —Brisbane QLD
- Full-time
- Hybrid work
4d

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financial planner jobs near herston, qld

Client Services and Administration Officer

Apiary Financial
Milton QLD

Quick Apply

Job Details

Permanent | Full-time
$60,000 - $70,000 a year

Qualifications

Microsoft Office
Xero
Administrative experience
Computer skills
Communication skills
Time management
Office experience

Full Job Description

About Us

At Apiary Financial, we believe that great achievements are rarely made alone. That's why we live by the philosophy that we are Stronger Together. We partner with our clients to build financial strength across their business, their life, and their future.

This collaborative mindset extends to our team as well. Just like the bees in an apiary, who work in harmony toward a common goal, our team of Chartered Accountants and Financial Planners unite their expertise to offer valuable services that help our clients grow their businesses, create wealth, and secure a financially successful future.

Our office is designed with productivity and comfort in mind, featuring modern layouts and electronic sit/stand desks, each equipped with three monitors. We prioritize a supportive and inclusive culture, where open communication is encouraged—our Principals maintain an open-door policy and we hold regular social events. Plus, our staff enjoys the opportunity to unwind with games like chess and cards in the lunchroom.

At Apiary Financial, we work hard, but we also enjoy the journey together. Join a team where collaboration and success go hand in hand.

THE OPPORTUNITY

We are seeking a dynamic and enthusiastic individual to join our team as the first point of contact for our clients. If you are mature-minded, responsible, and always present yourself with professionalism, this could be the perfect opportunity for you!

While prior office experience in a similar role is preferred, we welcome all motivated and impressive candidates to apply.

ABOUT THE ROLE

Reporting to the Administration Manager, you will play a key role in ensuring smooth daily operations. Your diverse responsibilities will include:

Reception Duties: Manage phone calls, greet clients with a friendly, professional demeanor, and offer refreshments to visitors.
General Office Support: Handle a variety of tasks such as processing mail, filing, archiving, photocopying, scanning and other general errands.
Client Assistance: Be the go-to for clients with general inquiries, providing them with excellent service and support.
Office Supplies: Keep the office stocked with necessary stationery and equipment, ensuring a well-equipped workspace.
Liaising with the ATO: Assist in preparing correspondence regarding income tax, PAYG, and GST matters.
Tax Lodgements: Manage the lodgment of tax returns using Xero Practice Manager
Company Secretarial Compliance: Attend to ASIC compliance matters with attention to detail.
Workflow & Client Database Management: Support Senior Administrator and Accountants with job workflow and maintain the client database.
Event & Travel Coordination: Help organise travel arrangements, functions, training events, and catering as needed.
Office Maintenance: Ensure the kitchen and meeting rooms are well-maintained and presentable for staff and visitors.
Ad-hoc Tasks: Assist with various tasks to ensure the office runs efficiently.

SKILLS AND EXPERIENCE

A proactive, “can-do” attitude with a willingness to take on general office tasks and help where needed.
Strong written and verbal communication skills to ensure clear, effective interactions.
Exceptional attention to detail and a commitment to producing accurate work.
Enthusiasm to learn and embrace new tasks, software, and systems.
Solid computer skills, including the ability to touch-type and proficiency in Microsoft Office applications.
The ability to work independently, using your initiative to manage tasks without constant supervision.
Excellent time management skills with the ability to efficiently prioritize and manage multiple tasks.
The ability to follow instructions and adhere to established processes, systems, and procedures.
Familiarity with Xero is a plus, but not a requirement.
Previous experience in a similar role is highly regarded.

This is a fantastic opportunity to work in a fast-paced, collaborative environment while playing a vital role in the company’s day-to-day operations. We look forward to welcoming an enthusiastic team player who is ready to make a positive impact!

We encourage applicants of all ages to apply, and we are excited to offer an immediate start for the right candidate.

Pay: $60,000.00 – $70,000.00 per year

Experience:

Administration: 1 year (Preferred)

Work Authorisation:

Australia (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial planner jobs in herston, qld

Client Services and Administration Officer

Project Cost Controller

Principal Urban Planner

Advice Growth Manager (QLD/WA)

Senior Urban Planner

Planner

Logistics Planner (Allocator)

Senior Cost Planner

Financial Planner

Environmental Scientist/Geoscientist/Engineer/Geologist and Hydrogeologist

Proposal Specialist

Environmental Impact Assessment Lead - Relocate to Townsville

Graduate Civil Engineer - Brisbane l 2027 Graduate Program

Development Manager

Senior M365 Specialist

BIM Technician

Interior Designer

Fire Protection Engineer

Technical Director/ WA Ports Lead - Perth

Senior Zoologist - Relocate to Perth

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