Watzdorf Financial Planning is a boutique financial planning practice located in Kent Town with a strong focus on the local community, family and a firm belief that our people are our greatest asset. Watzdorf Financial Planning has its own AFSL and aims to help our clients build long-term financial success by delivering exceptional client service, education, and quality financial advice. We provide a constructive, positive, and safe work environment, fulfilling and challenging careers for our team, and the opportunity for personal and professional development with encouragement to develop a balanced lifestyle.
The Role
In this permanent role, the Receptionist / Admin Support Officer serves as the first point of contact for our clients, and you will provide essential day-to-day administrative support to both our administration team and financial planners. Your responsibilities will be diverse and engaging, including managing reception duties, liaising with clients and fund managers, preparing client documentation, coordinating appointments, and overseeing diary management. You'll be the key player in keeping operations running smoothly while delivering outstanding service to our clients.
About the Role:
* Managing reception duties, answering calls, assisting with client queries and administration needs, greeting clients, and settling them in for appointments.
* Taking minutes in staff meetings and ensuring all administrative tasks are completed efficiently.
* Maintaining and updating client details and databases to ensure accuracy.
* Providing high-quality, accurate administrative support to the team.
* Preparing client documentation and liaising with external parties, such as fund managers, to implement administration requests, resolve client queries and obtain necessary information.
* Managing diaries and appointments for our financial advisers, including booking and preparing appointments.
* Supporting the Client Service and Compliance Manager, directors, and the wider administration team as required.
* Overseeing general office maintenance, including posting and distributing mail and ensuring the office and building are maintained to a high professional standard.
About You:
* Organised, detail-oriented professional with a strong foundation in administration who is passionate about providing excellent client service.
* A minimum of high school completion (or higher education in business administration or a related field).
* Proven experience in office administration or a similar role.
* Excellent communication skills, both verbal and written.
* Strong organisational and time management abilities, with a knack for prioritising tasks.
* Meticulous attention to detail and strong problem-solving skills.
* A basic understanding of superannuation, retirement income streams, investments, tax, and social security (preferred but not essential).
* Strong knowledge of Microsoft Office Suite.
* Familiarity with Xplan (desired but not essential).
* A welcoming, friendly, and professional demeanour with a positive, proactive attitude.
* Self-motivated with the ability to work independently.
* A willingness to learn, grow, and develop within our team.
* A reliable team player who thrives in a collaborative setting.
What We Offer:
* A competitive salary.
* Full-time, permanent position with stability.
* Free on-site parking.
* A supportive and understanding work environment that values work-life balance.
* Potential for an additional personal day off each month (subject to agreement).
* Opportunities for career advancement and professional development.
* Flexible work arrangements when needed.
* Standard working hours of 8:00am to 4:00pm.
At Watzdorf Financial Planning, we embrace diversity, equity, and inclusion. We are committed to creating a fair, respectful, and welcoming work environment for everyone.
If you're ready to join our team and believe you meet the criteria outlined above, we'd love to hear from you. Please apply or send your cover letter and resume to