We are a privately owned self-licensed financial advisory firm that has been operating for 31 years offering family office services to ultra-high net worth families.

An exciting opportunity exists in our growing team for a dedicated and professional Front of House & Executive Support Manager, based in our Hawthorn office. This role is central to the smooth running of our business and plays a key part in how we support our clients and present ourselves as a firm.

The ideal candidate is someone who brings professionalism, warmth, and initiative to their work — someone who can confidently manage responsibilities, support our advisers, and contribute to a positive, well‑run office environment.

Key Responsibilities

Client Service & Front‑of‑Office

- Greet clients with professionalism, warmth, and a friendly demeanour
- Manage incoming calls, emails, and client enquiries
- Provide patient, supportive assistance to clients and ensure they feel well cared for
- Coordinate client appointments, confirmations, and follow‑ups
- Collate documentation, packs, and meeting materials

Administration & Office Coordination

- Maintain office organisation, supplies, and presentation
- Manage incoming and outgoing mail and document control
- Ensure the office runs smoothly day‑to‑day
- Support advisers with administrative tasks and workflow management
- Maintain accurate records and data entry across systems and platforms

Operational Support

- Assist with compliance‑related tasks and document preparation




- Track outstanding items and ensure follow‑through without delay
- Liaise with product providers and external partners when required

Skills & Experience

- Previous experience in a client service, administration, or office coordination role
- Strong communication skills — both written and verbal
- High level of organisation and attention to detail
- Ability to manage competing priorities and work independently
- Confidence to be assertive when needed
- Experience in financial services is advantageous but not essential

Personal Qualities We Value

- Professional and warm in all interactions
- Positive energy and a consistently friendly presence in the office
- Self‑managing, proactive, and able to work without supervision
- Comfortable being assertive when required
- Reliable, punctual, and committed to following through
- Strong values, integrity, and a genuine sense of responsibility
- Supportive and patient with clients and colleagues
- Organised, productive, and dependable in managing tasks and deadlines

What We Offer

- A supportive, respectful team environment
- A role where your contribution genuinely matters
- Stability, structure, and the opportunity to take ownership of your work
- A workplace that values professionalism, kindness, and old‑fashioned reliability

How to Apply Please submit your resume and a brief cover letter outlining why you believe you would be a strong fit for this role.

📌 Front of House & Executive Support Manager (Hawthorn)
🏢 Important Group
📍 Hawthorn