
Front office & Client Services Assistant
Navigate Advisory Pty Ltd
Posted 1 day ago
Front Office & Client Services Assistant
Brighton-Le-Sands, Sydney NSW | Full-Time
Are you an energetic and enthusiastic individual looking to start your career in a professional services environment? We’re on the lookout for a proactive and friendly team player to join our growing office in Brighton-Le-Sands.
This is a fantastic opportunity for someone who enjoys working with people, has great organisational skills, and is excited about the chance to grow within the financial planning industry.
What you’ll be doing:
Welcoming clients and visitors with a friendly, professional manner
Answering and directing incoming phone calls
Managing office emails and correspondence
Maintaining the boardroom and office areas to a high standard
Collecting and distributing incoming mail
Providing general office administration support to the Practice Manager
Assisting with team and client marketing initiatives and events
Acting as a New Client Concierge – helping onboard new clients and ensure a smooth experience
What we’re looking for:
A self-starter with a positive attitude and a strong work ethic
Ability to multi-task and thrive in a fast-paced environment
Passion for delivering an exceptional client experience
Excellent time management and attention to detail
Confident with computers and office technology
A collaborative team player who enjoys helping others
Interest in the financial planning industry – with an openness to learn and possibly pursue further study
Why join us?
We offer a supportive team environment, and the chance to develop your skills in a respected and growing financial services firm. Whether you’re starting out or looking to build a long-term career path, we’ll support you every step of the way.
Ready to take the first step?
Apply now with your resume and a brief cover letter telling us why you’d be a great fit for the role.
About Navigate Advisory Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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