🌟 Client Administrator & Receptionist – Grow Your Career in Financial Services 🌟
📍 Port Macquarie | Full-Time or Part-Time | Career Development Pathways
Are you an experienced administrator from a professional services background (legal, accounting, real estate, etc.) looking for a meaningful career pivot? Do you thrive on detail, love working with people, and want to build a long-term future in a values-led business?
We’re on the lookout for a Client Administrator & Receptionist to join our team – someone with a sharp eye for detail, confidence working with documents and financial information, and strong communication skills when liaising with clients. You don’t need to have done it all before – if you’re articulate, accurate, and proactive, we’ll support you with the training and development to grow.
💼 What You’ll Do
- Be the first point of contact for our clients – professional, empathetic, and solutions-focused.
- Oversee the office operations for the team, managing Reception, greeting clients and general office duties
- Support Financial Advisers by managing client meetings, assisting with record keeping, and documentation.
- Work with our CRM and IT systems such as MS365 and Xplan
- Coordinate documentation such as agreements, forms, and advice records with precision and efficiency.
✅ What You Bring
- A solid background in administration within a professional services environment.
- Strong skills in reviewing and handling documents, contracts, or financial data.
- High attention to detail and great organisational habits.
- Clear, confident verbal and written communication – you’re great at explaining complex matters simply.
- A willingness to learn and grow – especially into the financial advice sector.
🚀 What We Offer
- Comprehensive training and ongoing learning opportunities.
- Annual all staff conferences and culture days through the year
- A robust EVP – free advice, tax returns, advice on lending and mortgages, access to professional development days and industry conferences
- A genuinely supportive and collaborative team environment.
- Exposure to a respected and growing financial advice business.
- Pathways into more technical roles like producing Statements of Advice (SOAs) if you’re interested.
📩 Apply now to build a career where your administrative superpowers can shine – with people who care about your future.
