About the role
We are looking for a friendly, highly organised and detail-oriented Receptionist to join our close-knit financial planning team in Osborne Park.
This is a part-time role suited to someone seeking consistent hours in a supportive, family-style workplace. You'll be the welcoming face of our business, ensuring our clients feel comfortable and cared for from the moment they walk in or call.
This position suits someone who takes pride in precision, structure, and maintaining high standards across all aspects of their work. If you enjoy working with people, keeping things organised, and being part of a positive team environment, this role offers a great balance of responsibility and flexibility.
Key responsibilities
Be the first point of contact for clients – in person, over the phone and via email
Manage appointment scheduling for client reviews and meetings with accuracy
Maintain adviser diaries and boardroom bookings
Provide high-quality administrative support to the team
Prepare and maintain accurate client records in Xplan
Confirm appointments and manage meeting logistics
Handle incoming and outgoing mail with proper tracking
Maintain a well-organised and professional office environment
Assist with client engagement processes (e.g. birthday tracking, communications)




Run reports to support service delivery and compliance requirements
Support the Practice Manager and team with general administrative tasks
About you
You are meticulous, structured, and take accountability for getting the details right. You thrive in an environment where organisation, accuracy, and consistency are essential.
To be successful, you will have:
At least 2 years' experience in a receptionist or administrative role
Strong attention to detail and a high level of accuracy
Excellent organisational and time management skills
Strong written and verbal communication skills
Experience in financial services or Xplan (preferred but not essential)
Ability to prioritise tasks and work autonomously
Our culture
We are a supportive, family-oriented team that values:
A positive attitude and strong work ethic
Team collaboration and shared accountability
Respectful communication
High standards and pride in our work
We genuinely enjoy what we do and who we work with, and we're looking for someone who will bring great energy and fit right in.
Consistent part-time hours (perfect for work/life balance)
Secure and well-established financial planning business
Supportive team environment
Opportunity to build experience in financial services
#J-*****-Ljbffr

📌 Receptionist/Client Services - Part Time (Perth)
🏢 Aspire Financial Planners
📍 Perth