This is an opportunity to join an established financial planning firm in a varied role combining administration, client service and reception support. Based in Melbourne CBD, you will work closely with a professional team that places clients at the centre of its work and values integrity, respect and high standards.
You will be responsible for helping the office run smoothly, supporting clients and visitors, coordinating appointments and completing a broad range of administrative tasks. The role would suit someone who enjoys variety, takes pride in their work and is comfortable managing competing priorities in a busy professional environment.
The role
Schedule new client meetings and annual review appointments
Prepare calendar invitations, book meeting rooms and confirm appointments
Welcome clients and visitors and provide qualified front-of-house support
Answer and direct incoming calls
Assist clients with online portal access and document enquiries
Provide reception coverage during breaks,
leave and busy periods
Coordinate couriers, incoming and outgoing mail and office supplies
Maintain accurate client records through regular data entry
Keep meeting rooms, the reception area and shared office spaces organised
Support client events, employee functions and other business initiatives
About you
Previous customer service experience, preferably within a professional office environment
Strong verbal and written communication skills
Excellent attention to detail
Well-developed organisational and time management skills
Confidence working independently and as part of a team
A professional and approachable manner
The ability to plan, prioritise and complete tasks within required timeframes
Proficiency in Microsoft Office
A genuine commitment to providing a high standard of client service