Key Responsibilities

- Providing general administrative support to the financial planning team

- Answering and directing phone calls and responding to emails

- Managing calendars, appointments and meeting schedules

- Preparing and formatting documents and reports

- Data entry and maintaining accurate client records

- Filing, scanning and organising confidential documents

- Assisting with client enquiries and general office coordination

About You

- Highly organised with strong attention to detail

- Professional and confident communication skills

- Ability to manage multiple tasks and meet deadlines

- Strong computer skills including Microsoft Office

- A proactive and reliable team player

- Previous administration or office experience preferred (finance or professional services experience is an advantage)

What We Offer

- Full-time, stable position

- Friendly and supportive team environment

- Opportunity to gain experience in the finance services industry

If you are a motivated and organised individual looking to build your career in a professional office workplace, we would love to hear from you.

Please submit your resume and cover letter.

📌 Full-Time Office Support Staff – Financial Planning Industry (Clayton)
🏢 Wealth Foundry Private
📍 Clayton