We are a boutique, financial planning firm based in South Perth. We are seeking a professional, organised and motivated Administration Assistant to join our friendly team.
This role is ideal for someone who enjoys working with people, has robust administrative skills and takes pride in delivering exceptional client service. Experience within the financial services industry would be advantageous but is not essential.
About the Role
Working four days per week, Monday to Friday (9am–5pm, with the specific days to be agreed), you will play an important role in the smooth running of our office and provide administrative support to our financial planning team.
Key responsibilities include:
Welcoming clients and providing a professional, friendly first point of contact.
Managing incoming phone calls, emails and general client enquiries.
Scheduling appointments and maintaining calendars.
Assisting with client meeting preparation, documentation and follow-ups.
Maintaining accurate client records and database information.
Providing general administrative and office support.
Managing incoming and outgoing mail, office supplies and maintaining a professional office workplace.
About You
The successful applicant will demonstrate:
Experience in reception, administration or a similar client-facing role.
Excellent communication and interpersonal skills & initiative.
Strong organisational skills and attention to detail.
Proficiency in Microsoft Office and confidence learning new systems.
The ability to manage & prioritize tasks and work both independently and as part of a team.
A skilled manner, initiative and a commitment to high-quality client service.
Why Join our team?
You will be joining a supportive, family-owned business that values professionalism, strong client relationships and teamwork. Our South Perth office is conveniently located within walking distance of Mends Street.
📌 Administration Assistant South Perth (Australia)
🏢 Coral Horizon Finance
📍 Australia
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