Overview
Customer Service & Administration OfficerGeographe Financial Group – Bunbury, WAFull‐time | Office‐based
Geographe Financial Group is a well‐established and respected financial advice business based in the South West of Western Australia. Due to continued growth, we are seeking a Customer Service & Administration Officer to join our friendly and professional team in our Bunbury office.
This role is ideal for someone who enjoys working with people, takes pride in being organised, and is interested in building a long‐term career in the financial planning profession.
The Role
Working as part of our experienced administration team, you will provide day‐to‐day operational and client support to our Bunbury‐based financial advisers. This is a varied role where no two days are the same, and you will play an important part in delivering a high‐quality client experience.
Key responsibilities include:
* Providing general office and administrative support
* Acting as the first point of contact for clients via phone, email and in person
* Reception duties and client liaison
* Preparation and processing of client documentation
* Diary management and appointment coordination
* Assisting advisers and administration staff with workflow and operational tasks
* Maintaining accurate client records and file management
About You
To be successful in this role, you will be:
* Professional, friendly and strongly client‐focused
* Highly organised with excellent attention to detail
* Confident communicating with clients and colleagues
* Able to manage multiple tasks in a busy office environment
* Comfortable using office systems and technology
* Hold a minimum of Year 12 education qualification
* Possess Australian work rights or permanent residency
Previous experience in administration or customer service is highly regarded. Experience in financial services is an advantage, but not essential.
A minimum of 1 year of customer service or administration experience is required for this position.
Career Development Opportunity
This role offers more than just administration. We are seeking someone who is genuinely interested in developing a career in financial planning.
For the right person, this role may progress into:
* A Financial Planning Assistant position
* Undertaking relevant industry education and qualifications
* Developing the skills and experience required to become a qualified Financial Planner over time
We are committed to supporting team members who demonstrate initiative, curiosity, and a genuine interest in financial advice.
What We Offer
* Full‐time, stable employment in a respected local business
* A supportive and collaborative team environment
* Exposure to all aspects of a professional financial advice practice
* Clear career progression opportunities
* Ongoing learning, development and mentoring
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