Description

Play a crucial part in ensuring our office runs smoothly and efficiently, contributing directly to the positive experience of everyone who interacts with Review Financial Group.

About Us:

Review Financial Group - We are a busy financial planning firm located in Bayswater. We are excited to offer Receptionist /Administrative Assistant position to support our team.

About the Role:

This is a great chance for candidates looking to start their career and those with experience in a similar client facing or support role. You’ll be part of a supportive, fast-growing business where you can develop your skills and contribute to meaningful client outcomes.

The role is 5 days a week (9am–5pm) – hours can be flexible for the right applicant.

Key Responsibilities:

- Welcoming clients
- Manage Reception
- Answering phone calls and emails
- Opening and distributing mail
- Maintaining the tidiness and ambience of our lovely workplace
- Stationery ordering
- Invoicing
- Opening client files
- Scanning, filing client documents and Archiving files
- Assist with administrative tasks and workflow management
- Using practice management software to maintain client records
- Providing administration support to advisers and adviser associates
- Scheduling client appointments for advisers
- Preparing for client meetings and reviews,



including client documentation and reports
- Any other duties as may be required

About You:

We’re open to candidates from a variety of backgrounds, and we’re looking for people who:

- Have a friendly and polite manner
- Have previous experience working in an administrative role (preferred)
- Possesses excellent communication skills
- Have a minimum of intermediate proficiency in the use of Microsoft Office applications (e.g. Word, Outlook)
- Familiarity (preferred) in the use of practice management software or similar systems (we use XPLAN).
- Is able to work autonomously as well as part of a team
- Ability to meet deadlines
- Is professionally presented
- Have a keen eye for detail and Have a “can do“ attitude
- Is able to prioritise tasks, multi-task and work efficiently
- Detail-oriented with strong organisational skills
- Passionate about delivering quality service

Why Join Us?

- Join a well-established and growing business with a collaborative team culture
- Be part of a forward-thinking firm that values initiative and new ideas
- Salary commensurate with experience

How to Apply:

If this sounds like you, click the Apply button and submit your resume and a short cover letter explaining why you’re interested in the role and what you hope to bring to the team.

📌 Receptionist/Admin Assistant (Bayswater)
🏢 Review Financial Group
📍 Bayswater