Client Services & Reception Coordinator
(Part-Time or Full-Time Opportunity)
We are a growing Financial Planning business based in Nuriootpa, seeking an enthusiastic and professional individual to join our team.
This is more than a traditional reception role, you’ll be a key part of our client experience, supporting both front-of-house and broader client service functions. You’ll play an important role in ensuring our clients feel welcomed, supported and well looked after at every interaction.
About the Role
This position is ideal for someone who enjoys working with people, takes pride in their work, and thrives in a collaborative environment.
Your responsibilities will include:
* Welcoming clients and managing front desk interactions
* Handling phone and email enquiries in a professional and timely manner
* Supporting the team with a range of client service and administrative tasks
* Managing appointments, calendars and meeting preparation
* Assisting with client onboarding and maintaining accurate records
* Providing flexible support across the business as needed
Key Skills & Attributes
* Well-developed verbal and written communication skills
* Exceptional interpersonal skills and professional presentation
* Strong numeracy and attention to detail
* Solid computer skills, particularly in Microsoft Office, and the ability to learn new systems
* Ability to prioritise workloads and meet deadlines
* Empathy and the ability to engage with clients from a broad range of backgrounds
* Ability to work both independently and as part of a supportive team
Experience (Desirable but Not Essential)
* Previous experience in a Financial Planning or professional services environment
* Familiarity with Microsoft Office and XPlan
What We Offer
* A supportive and professional team environment
* Flexibility with part-time or full-time hours
* Opportunity to grow and develop within the business
* A role where you can genuinely contribute to the client experience
If you are proactive, personable, and take pride in delivering excellent service, we would love to hear from you.
Please apply with your resume and a brief cover letter outlining your suitability for the role.