About the role

Generation Private Wealth is looking for a friendly, organised and reliable person to join our team in a junior administration and reception role.

This is a varied position suited to someone who enjoys helping people, keeping things organised and being part of a small team. The role will cover reception and general office administration, while also supporting our financial planning team with client administration and day-to-day processes.

We are looking for someone local to the Gold Coast who can work a minimum of 30 hours per week, with the option for the role to be full-time.

You don't necessarily need experience in financial planning. We are happy to train the right person. What's more important to us is having someone who is organised, comfortable with technology, communicates well and genuinely wants to learn.

What you'll be doing

- Answering incoming calls and taking accurate messages
- Welcoming clients to the office and helping with general enquiries
- Managing meeting rooms, stationery and general office supplies
- Assisting with incoming emails, correspondence and documents
- Photocopying, faxing, binding and filing all company documents
- Updating and maintaining client information in our financial planning software
- Filing and maintaining electronic client records
- Booking client review meetings and appointments
- Preparing client review documentation for advisers
- Sourcing information required for client reviews, including superannuation and insurance information
- Assisting with cashflow administration and client information
- Supporting the Client Service and Operations team with forms, documents, follow-ups and general administration
- Helping ensure client records and internal systems are accurate and up to date
- Following up providers and clients for outstanding information when required




- Assisting with other general office and administrative tasks as needed

About you

- Friendly, approachable and comfortable speaking with clients
- Organised and able to keep track of multiple tasks
- Reliable and willing to take ownership of your work
- Good with computers and willing to learn new systems
- Confident using Microsoft Outlook, Word and Excel
- Careful with details and understands the importance of accuracy
- Comfortable working with confidential client information
- A clear communicator, both over the phone and in writing
- Happy to help wherever needed in a small team
- Keen to learn and develop your skills

Previous administration or reception experience would be helpful, but we are open to someone junior who has the right attitude and is willing to learn.

Experience in financial planning or professional services would be an advantage, but isn't essential.

Hours and location

- Minimum 30 hours per week
- Permanent part time or full-time, depending on the successful applicant
- Office-based in Varsity Lakes, Gold Coast
- We are looking for someone local who can be a consistent presence in the office

Why join us?

You'll be joining a small, supportive team where the role is varied and there is plenty of opportunity to learn.

This isn't just a reception position. As you become comfortable with our systems and processes, there will be opportunities to take on more responsibility and develop your administration and financial planning knowledge.

Our approach

We are professional without being formal. We value clear communication, practical support and strong relationships with our clients and each other. We are looking for someone who will bring the same friendly and reliable approach to the role.

INTERESTED IN JOINING OUR TEAM?

Please send your resume and a short introduction to [email protected]

Pay: $55,000.00 – $70,000.00 per year

Work Location: In person

📌 Administration & Reception Officer (Varsity Lakes)
🏢 Generation Private Wealth
📍 Varsity Lakes