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.
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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.
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The role
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Schedule new client meetings and annual review appointments
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Prepare calendar invitations, book meeting rooms and confirm appointments
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Welcome clients and visitors and provide skilled front-of-house support
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Answer and direct incoming calls
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Assist clients with online portal access and document enquiries
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Provide reception coverage during breaks, leave and busy periods
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Coordinate couriers, incoming and outgoing mail and office supplies
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Maintain accurate client records through regular data entry
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Keep meeting rooms, the reception area and shared office spaces organised
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Support client events, employee functions and other business initiatives
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About you
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Previous customer service experience, preferably within a professional office environment
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Strong verbal and written communication skills
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Excellent attention to detail
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Well-developed organisational and time management skills
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Confidence working independently and as part of a team
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A professional and approachable manner
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The ability to plan, prioritise and complete tasks within required timeframes
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Proficiency in Microsoft Office
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A genuine commitment to providing a high standard of client service