Administration Assistant / Receptionist - Financial Planning firmThis 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 roleSchedule new client meetings and annual review appointmentsPrepare calendar invitations, book meeting rooms and confirm appointmentsWelcome clients and visitors and provide professional front-of-house supportAnswer and direct incoming callsAssist clients with online portal access and document enquiriesProvide reception coverage during breaks, leave and busy periodsCoordinate couriers, incoming and outgoing mail and office suppliesMaintain accurate client records through regular data entryKeep meeting rooms,
the reception area and shared office spaces organisedSupport client events, employee functions and other business initiativesAbout youPrevious customer service experience, preferably within a professional office environmentStrong verbal and written communication skillsExcellent attention to detailWell-developed organisational and time management skillsConfidence working independently and as part of a teamA qualified and approachable mannerThe ability to plan, prioritise and complete tasks within required timeframesProficiency in Microsoft OfficeA genuine commitment to providing a high standard of client serviceWhy apply?
You will join a client-focused financial services business offering a professional and collaborative 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:Be careful - Don't provide your bank or credit card details when applying for jobs.
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