Administration Assistant/ Receptionist

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 professional 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

Why apply? You will join a client-focused financial services business offering a professional and team-oriented working environment. The firm supports ongoing training and development and encourages employees to contribute ideas that improve service, systems and the broader client experience.

For further information, please contact:

Kiera Brown [email protected]

[0409 598 111](tel:0409 598 111)

📌 Administration Assistant / Receptionist - Financial Planning firm (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne