Receptionist / Admin Assistant

Full-time | Horsham | No prior industry experience required

Latitude Recruitment is pleased to present this exciting opportunity for a Receptionist / Admin Assistant to join a well-regarded financial services practice based in Horsham.

This local business is known for delivering trusted advice and exceptional service to clients across the Wimmera. Their small, close-knit team values professionalism, initiative, and a friendly, client-first approach.

If you're new to the financial services industry, don't worry, you’ll be part of a team that’s ready to support your learning and long-term growth.

Key Responsibilities and Duties

Welcome and assist clients as the first point of contact, both in person and through phone and email

Schedule appointments, including proactive client follow-up

Prepare client paperwork

Enter and maintain accurate records across office systems

Generate reports and documents (Training provided, you’ll be supported every step of the way)

General office tasks such as filing, ordering supplies, and maintaining the office diary

What You’ll Bring to the Role

A positive, proactive attitude

Comfortable managing daily tasks independently while collaborating closely with the team

Strong customer service skills with a welcoming and professional approach to client care

Great communication, organisational skills, and attention to detail

Willingness to grow your career and learn financial planning assistant tasks

Basic computer skills. If you’re comfortable with Microsoft Office, you’re off to a great start

Previous admin or reception experience is valued, but not essential

Unlock Your Potential With

Full-time, on-site role in Horsham

Supportive and professional small team environment

Opportunity for mentorship and training. No prior financial planning admin experience necessary

Learn valuable admin skills that will set you up for long-term career growth

Negotiable salary, aligned with your experience

Click "Apply Now" to submit your resume and a brief cover letter telling us why this opportunity feels right for you. For any queries, contact Lisa at [email protected]. All applications will be kept strictly confidential.