- Excellent long-term career opportunity with a pathway into Office Management

- Join an established, supportive financial planning team

- Varied role combining reception, client services and financial planning administration

The Prospect

An exciting opportunity has become available for an experienced Client Services Officer / Receptionist to join a well-established and growing financial planning business based in Melbourne's eastern suburbs.

This position is ideal for someone with a background in financial planning administration who enjoys being the first point of contact for clients while also supporting Advisers with day-to-day operations and advice implementation.

You will join a collaborative team of Financial Advisers, Associates and administration professionals, working alongside another front-of-house team member to ensure clients receive an exceptional level of service.

For the right individual, there is a genuine long-term career pathway to progress into an Office Manager position.

Key Responsibilities

- Act as the first point of contact for clients, managing reception, incoming calls and general enquiries

- Welcome clients and coordinate appointments and meeting rooms

- Provide administrative and client service support to Financial Advisers and Associates

- Assist with the implementation of financial advice, including applications, documentation and follow-ups

- Liaise with clients, product providers and other stakeholders to ensure smooth processing of requests

- Maintain accurate client records and assist with ongoing service requirements

- Support general office administration and daily operational activities

- Over time,



take on additional responsibilities across office coordination, processes and team support

About You

We are seeking a personable, organised and proactive individual who enjoys a combination of client interaction and financial planning administration.

Ideally, you will bring:

- Experience in reception, client services or administration within financial planning

- Previous experience supporting Financial Advisers and assisting with advice implementation

- Excellent communication skills and a professional, welcoming approach

- Strong organisational skills and attention to detail

- The ability to manage competing priorities and work collaboratively within a team

- A willingness to assist across both reception and broader client service responsibilities

- A genuine interest in developing your career towards Office Management

What's on Offer?

- Career progression: Opportunity to develop into an Office Manager role over time

- Supportive team: Work alongside experienced Advisers, Associates and administration professionals

- Variety: Enjoy a combination of front-of-house responsibilities, client services and implementation

- Established business: Join a reputable financial planning firm focused on long-term client relationships

- Professional environment: Full-time, office-based position in Melbourne's eastern suburbs

If you are an experienced Client Services Officer or financial planning administrator who enjoys client interaction and is looking for a long-term career opportunity with genuine progression, we would love to hear from you.

Please send CV's to ••••@berrittaconsulting.com.au

📌 Client Services Officer / Receptionist – Pathway to Office Manager (East Brisbane)
🏢 Berritta Consulting
📍 East Brisbane