08 Nov
|
seek.com.au
|
Melbourne
08 Nov
seek.com.au
Melbourne
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 workplace.
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
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, 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
#J-*****-Ljbffr
📌 Front Of House & Executive Support Manager (Melbourne)
🏢 seek.com.au
📍 Melbourne