Receptionist Or Administrator Assistant
Core
Front office management and administrative support for a financial advisory firm, serving clients and internal staff.
Role type
Receptionist and Executive Assistant
Builds
Office operations, client reception, and administrative workflows for a financial planning advisory firm
Domain
Financial Services / Financial Planning (via careerplan.io/jobs/5e305b31-985f-49a0-a3b9-a522f66026e1-receptionist-or-administrator-assistant-at-parker-financial-services-pty)
Deliverable
product features
Required skills
Front office management, client liaison, data entry, mail coordination, office supply management, event coordination, Microsoft Office proficiency, written and verbal communication, time management, confidentiality
Preferred skills
Strong work ethic, attention to detail, teamwork, professional demeanour, problem-solving
Responsibilities
Greet clients in person and on the phone, book appointments, handle incoming calls, perform clerical support, liaise with third parties, maintain client information, organize mail, manage office supplies and amenities, coordinate staff and client functions
Seniority
Mid-level, hands-on IC
