Join an established financial planning firm in a role that combines client service, administration and reception support. You will be part of a professional and collaborative team that values integrity, attention to detail and a high standard of client care.
This part-time position offers a minimum of 30 hours per week. The hours can be worked across full days or five shorter days, providing flexibility while keeping you connected to the team and clients.
What you will be doing
- Coordinate new client meetings and annual review appointments
- Prepare calendar invitations, book meeting rooms and confirm appointments
- Welcome clients and visitors and provide professional front-of-house support
- Answer and direct incoming calls
- Assist clients with portal access and document enquiries
- Manage couriers, mail, office supplies and general office administration
- Maintain accurate client records and complete data entry
- Keep reception,
meeting rooms and shared office spaces organised
What you will bring
- Previous customer service experience, ideally within a professional office
- Strong verbal and written communication skills
- Excellent attention to detail
- Strong organisational and time management skills
- A professional, friendly and approachable manner
- Confidence managing multiple tasks and priorities
- The ability to work independently and collaboratively
- Proficiency in Microsoft Office
- A genuine commitment to providing excellent client service
What is on offer
A flexible part time position within a supportive and professional financial services business. You will receive ongoing training and development while working in a varied role where your contribution will be valued.