Receptionist / Administrator
Core
First point of contact for clients providing high-quality administrative support and maintaining accurate records in a financial planning practice.
Role type
Receptionist / Administrator
Builds
Welcoming client experience and efficient office operations
Domain
Financial services / Aged care
Deliverable
dashboards & analysis
Required skills
Client interaction, record keeping, appointment scheduling, document preparation, mail distribution, office maintenance, administrative support
Preferred skills
Financial services experience, Centrelink service administration
Responsibilities
Answering incoming calls, welcoming clients, preparing meeting rooms, sending appointment confirmations, preparing client folders, scanning and filing records, supporting Centrelink services, collecting mail, maintaining office presentation, ordering consumables, providing administrative support to advisers
Seniority
Entry to Mid-level, hands-on IC