Teams at Cutcher & Neale Accounting and Financial Services

Provides front-of-house reception and client service while supporting office operations and SMSF administration. Responsibilities include managing calls and emails, coordinating meeting rooms, maintaining shared spaces, preparing and processing documentation, uploading records, distributing client correspondence, and supporting process improvements. The role requires strong organisation, communication, attention to detail, and confidence using Microsoft Office and multiple systems.

Supports Risk Advisors by researching and analysing insurance strategies, preparing quotes and advice documents, and assisting with applications, underwriting, policy administration, client reviews, and ongoing service. The role involves liaising with clients, insurers, super funds, and internal stakeholders, maintaining accurate records, and contributing to process improvements. Existing paraplanning experience is preferred, but trainees motivated to develop a career in risk insurance may be considered.

Provide product support for business systems: troubleshoot issues, respond to customer enquiries, escalate complex problems, maintain records, deliver training, share feedback with product teams, and help improve customer outcomes.