Job Description
About the role
n We are looking for a friendly, highly organised and detail-oriented Receptionist to join our close-knit financial planning team in Osborne Park.
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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.
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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 excellent balance of responsibility and flexibility.
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Key responsibilities
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Be the first point of contact for clients – in person, over the phone and via email
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Manage appointment scheduling for client reviews and meetings with accuracy
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Maintain adviser diaries and boardroom bookings
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Provide high-quality administrative support to the team
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Prepare and maintain accurate client records in Xplan
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Confirm appointments and manage meeting logistics
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Handle incoming and outgoing mail with proper tracking
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Maintain a well-organised and professional office environment
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Assist with client engagement processes (e.g. birthday tracking, communications)
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Run reports to support service delivery and compliance requirements
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Support the Practice Manager and team with general administrative tasks
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About you
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You are meticulous, structured, and take accountability for getting the details right. You thrive in an environment where organisation, accuracy, and consistency are essential.
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To be successful, you will have:
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At least 2 years' experience in a receptionist or administrative role
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Strong attention to detail and a high level of accuracy
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Excellent organisational and time management skills
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Strong written and verbal communication skills
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Experience in financial services or Xplan (preferred but not essential)
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Ability to prioritise tasks and work autonomously
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Our culture
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We are a supportive, family-oriented team that values:
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A positive attitude and strong work ethic
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Team collaboration and shared accountability
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Respectful communication
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High standards and pride in our work
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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.
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Consistent part-time hours (perfect for work/life balance)
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Stable and well-established financial planning business
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Supportive team environment
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Opportunity to build experience in financial services
#J-*****-Ljbffr

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