Build Your Career With One of Australia's Most Recognised Advice Firms
If you're passionate about delivering exceptional client experiences, thrive in a professional environment, and want to build a long-term career with a high-growth business, this could be the opportunity you've been looking for.
CCA Financial Planning has more than tripled in size over recent years and continues to expand rapidly. We are a privately owned financial services firm with over 35 years of history, combining the strength and stability of an established practice with the energy and innovation of a modern, forward-thinking business.
Today, our team includes more than 40 dedicated professionals providing financial planning, mortgages, accounting, risk insurance, estate planning, SMSF administration and investment advice. We are committed to helping clients make better financial decisions and achieve their long-term goals.
We're not just growing in size. We're growing in reputation.
In the most recent IFA Excellence Awards, CCA Financial Planning was recognised as a Top 10 Finalist in four major national categories:
Holistic Advice Firm of the Year
Holistic Adviser of the Year
Client Services Coordinator of the Year
Innovator of the Year
These achievements reflect the culture we have built around excellence, innovation, teamwork and delivering outstanding client outcomes.
As we continue to grow, we are looking for a talented individual who wants to grow with us.
The Opportunity
As our Client Services & Office Coordinator, you will be the face of our business and play a vital role in ensuring clients receive an exceptional experience from the moment they walk through our doors.




This position is far more than a traditional reception role. You will become an integral member of our team, supporting advisers, assisting with client communications, coordinating events and helping our business operate efficiently every day.
Key Responsibilities
Welcome clients, visitors and business partners with warmth and professionalism.
Manage reception, incoming calls and meeting room bookings.
Coordinate client appointments and assist with diary management.
Prepare meeting packs, reports, presentations and client documentation.
Support advisers and administration staff with client service activities.
Coordinate refreshments, including coffee, tea, catering and office amenities.
Order and manage office supplies, stationery and workplace resources.
Assist in coordinating client seminars, educational workshops and special events.
Support team functions, birthdays and workplace celebrations.
Liaise with external suppliers, venues and service providers.
Assist with administrative projects and contribute to the smooth day-to-day operation of the firm.
What We're Looking For
A friendly, confident and skilled communicator.
Exceptional organisational skills and strong attention to detail.
A genuine passion for helping people and delivering outstanding service.




Strong written and verbal communication skills.
The ability to multitask and work effectively in a busy environment.
A positive, proactive and team-oriented attitude.
Highly Regarded
Previous reception, administration or customer service experience.
Experience within financial planning, accounting, banking, lending or another professional services environment.
Familiarity with Microsoft Office and CRM systems.
Financial planning industry or bookkeeping experience will be highly regarded.
Why Join CCA?
At CCA Financial Planning, we don't just offer a job. We offer a career.
We are committed to helping our team succeed through:
Structured onboarding and ongoing training.
Career progression opportunities as the business continues to grow.
Direct access to highly experienced advisers and industry professionals.
A collaborative and supportive team culture.
Modern waterfront offices in Docklands.
Exposure to one of Australia's most innovative and award-recognised advice businesses.
Regular team events, celebrations and professional development opportunities.
Most importantly, you'll be joining a business where your contribution is valued, your development is encouraged, and your success genuinely matters.
If you're looking for an opportunity to build a rewarding career in a growing and respected financial services firm, we'd love to hear from you.
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📌 Receptionist (Melbourne)
🏢 CCA Financial Planners
📍 Melbourne