About Us

We are a boutique financial planning firm and for 35 years, our core focus has been helping clients to achieve their life goals and become financially empowered. This is underpinned by our core values which are caring, courage, openness, vitality and curiosity. We work as a collaborative team across our offices in Sydney, Brisbane and the Gold Coast.

Position Summary

The Front of House/Receptionist plays a vital role in creating a positive and professional first impression for our clients and visitors. This role requires a highly organised and personable individual with excellent communication and interpersonal skills. The successful candidate will be responsible for providing a welcoming and efficient reception service, supporting administrative tasks, and contributing to the smooth running of the office. This is a full time salaried position, in office, working from 8.30am to 5.00pm Monday – Friday.

Key Responsibilities:

• Greet and welcome clients and visitors professionally and warmly.
• Answer and direct phone calls promptly and courteously.
• Schedule and manage client appointments, ensuring accurate and timely confirmations.
• Maintain client records and databases accurately.
• Assist with client inquiries and requests as needed.

• Manage office reception area and ensure its cleanliness and organisation.
• Order and maintain office supplies and inventory.
• Coordinate office maintenance and repairs as required.
• Running of and preparation of meeting rooms and refreshments.
• Manage incoming and outgoing mail and post office collections.

• Provide general administrative support to the team as needed, including - scanning, archiving and data entry.
• Assist with the preparation of presentations and other materials.
• Assist with event planning and coordination for both staff and clients.

• Contribute to a positive and collaborative team environment.
• Adhere to all company policies and procedures.
• Undertake other duties as assigned.

• Client Relations:
• Office Management:
• Administrative Support:
• Other Duties:

Qualifications & Experience:

• Proven experience as a Receptionist or in a similar role (preferred).
• Excellent communication and interpersonal skills, both verbal and written.
• Strong organizational and time-management skills with the ability to prioritise tasks effectively.
• Proficiency in Microsoft Office Suite (Teams, Word, Excel, Outlook).
• High level of accuracy and attention to detail.
• Professional phone etiquette and customer service skills.
• Ability to work independently and as part of a team.
• Positive and proactive attitude with a willingness to learn.
• Excellent presentation and grooming standards.

Desirable Attributes:

• Experience in the financial services industry (preferred but not essential).
• Knowledge of CRM software (e.g., Salesforce).
• Experience with scheduling software (e.g Calendly).