An established boutique financial services firm is seeking a polished, proactive and organised Office Coordinator to join its growing team.
This is a fantastic opportunity for someone with previous financial services experience who enjoys being the first point of contact for clients and playing an integral role in the smooth running of a professional office.
The firm has a strong office-based culture, with a close-knit team that values collaboration, professionalism and face-to-face client interaction.
Key Responsibilities
- Answering incoming calls and managing general enquiries professionally.
- Meeting and greeting clients, ensuring a warm and welcoming experience.
- Preparing meeting rooms and refreshments for clients and visitors.
- Coordinating meeting room bookings and maintaining an organised office environment.
- Managing office supplies, stationery and kitchen requirements.
- Handling incoming and outgoing mail, including post office runs.
- Processing client information updates, including contact details and address changes.
- Completing data entry and maintaining accurate client records.
- Assisting with the processing of client applications and documentation.
- Following up with clients and providing general administrative support to the wider team.
About You
- Previous experience within financial services is essential.
- Experience in a front of house, administration or client services role.
- Professional, polished and well-presented with a friendly manner.
- Excellent communication and interpersonal skills.
- Strong organisational skills and exceptional attention to detail.
- Confident managing multiple priorities in a fast-paced environment.
- Proactive, reliable and eager to learn.
- A genuine passion for delivering excellent client service.
What's on Offer?
- Join a growing boutique financial services business.
- Supportive and collaborative team setting.
- Full-time, stable opportunity.
- Opportunity to develop your career within the financial services industry.
- A varied role combining front-of-house responsibilities and administration.
Interested? If you're looking for your next opportunity within public practice and would enjoy joining a friendly boutique firm where you can broaden your experience, I'd love to hear from you.
For a confidential discussion or to apply, please contact:
Esme West
[email protected]
📌 Office Coordinator | Financial Services (Manly)
🏢 The Andersen Partnership
📍 Manly