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

A proactive and reliable team player

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

What We Offer

Friendly and supportive team workplace

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 environment, we would love to hear from you.

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