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Family office administrative professional

Geelong
beBeeClientManagement
Posted: 11 December
Offer description

Job Summary


This 12-month fixed-term role is a maternity leave cover position located in Geelong or Melbourne.



* Support daily operations and client service delivery, including managing administrative tasks and office operations.

* Assist with client communication, preparation of meeting materials, and monthly reporting.

* Maintain accurate and confidential client databases and records.





Responsibilities



* Perform data entry, information collation, and routine administrative tasks.

* Support invoicing processes and basic accounts receivable/payable functions.

* Contribute to continuous process improvement initiatives.





Requirements



* Administrative or office support experience highly valued.

* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

* Strong data entry skills with high attention to accuracy.





Key Skills:

Customer Service, Client Expectations, Client Requirements, Client Support, Action Plans, Issue Resolution, Account Management, Client Relationships, Service Delivery, Client Service, Client Satisfaction, Client Management, Procedures, Service Level Agreements, New Clients.

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