Job Description
/n About the Opportunity/n /n /n /n /n /n Bring your professional or financial services administration experience to a family office role in Melbourne’s CBD. Reporting to the director of the family office, you will support client administration, onboarding and communications, while contributing to process improvement and the day-to-day work of the team./n /n /n /n /n /n

About the Role
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- Attend client meetings, prepare or coordinate meeting packs, and take accurate minutes and follow-up actions. /n
- Oversee client administration activities, including client invoices, meeting packs and general administrative tasks. /n
- Assist with accounts receivable, data entry and client account reconciliations, and review bookkeeping completed by other team members where required. /n
- Act as a central point of contact for family office communications, ensuring consistent information and templates and directing enquiries to the appropriate team member. /n
- Maintain accurate and current family office client registers. /n
- Coordinate onboarding of new family office clients from proposal, set-up and implementation through to roll-out. /n
- Manage day-to-day relationships with third-party and external providers, including utility providers, property agents, private bank managers and Praemium. /n
- Help build understanding of the family office offering and support the upskilling of team members and clients. /n
- Contribute actively to continuous improvement, process automation and team initiatives. /n




- Provide overflow and general support to the family office team as required. /n
- Report directly to the director of the family office. /n
- Work collaboratively with the family office team to meet internal and external stakeholder expectations. /n
- Support the executive and broader leadership team in relation to mutual clients. /n
- Build trusted relationships with external clients and stakeholders, and manage day-to-day contact with suppliers and providers. /n
- The role uses the following systems: /n
- Microsoft Office suite, including Outlook, Word, Excel and PowerPoint. /n
- Accounting and bookkeeping systems, including Xero, MYOB and QuickBooks. /n
- Praemium and other client, investment or provider platforms relevant to the family office. /n /n /n /n /n /n About You/n /n /n /n /n /n
- Demonstrated experience in a similar client administration, client services or coordination role within professional services or financial services. /n
- Solid client service experience, including managing multiple stakeholders and competing priorities. /n
- Experience supporting client meetings, administration, invoicing, accounts receivable or bookkeeping activities. /n




- Experience coordinating third-party providers and maintaining accurate registers, records and templates. /n
- Exposure to project coordination, process improvement or workflow automation is desirable. /n
- Successful completion of Year 12 or an equivalent level of education. /n
- A bookkeeping or accounting qualification or degree is desirable but not essential. /n
- The ability to build credibility and consistently deliver a high-quality client experience. /n
- Clear communication skills and the ability to establish trust and rapport quickly. /n
- The ability to prioritise effectively, manage projects and follow through on commitments. /n
- Sound judgement and the ability to consider options and identify practical solutions. /n
- A collaborative approach to working across divisions, supporting colleagues and contributing to team outcomes. /n
- Initiative in identifying efficiencies and opportunities to automate processes. /n
- A willingness to accept responsibility, seek feedback and learn proactively. /n
- Attention to detail, discretion, confidentiality, adaptability, diplomacy, respect and a strong work ethic. /n /n /n /n /n /n What’s on Offer/n /n /n /n /n /n
- An onsite administration role supporting the family office team in Melbourne’s CBD. /n
- Direct reporting to the director of the family office, with client contact and involvement in process improvement. /n /n /n /n /n /n

How to Apply
/n /n /n /n /n /n To apply or discuss this opportunity, email [email protected]./n /n /n /n

📌 Senior Administration (Melbourne)
🏢 Rezonate Recruitment - Manual
📍 Melbourne