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 (Port Phillip City)
🏢 Wealth Foundry Private
📍 Port Phillip City