Front of House & Executive Support Manager

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

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

Robust 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, efficient, 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

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📌 Front of House & Executive Support Manager (Melbourne)
🏢 Important Business
📍 Melbourne