About the Company:

A Bendigo-based boutique financial advisory firm that specialises in wealth management and business solutions for business owners and professionals, is seeking an administration officer / receptionist to join their team.

This is the ideal role for you if you come from a financial / professional services firm and enjoy working with a warm friendly team. You will be the first point of contact clients and also have ample opportunity for career progression.

The Role:

• Welcome clients and manage all incoming communications (phone, email, in-person).
• General administration support to the accounting and financial planning team
• Liaise with clients and providers on general matters
• Handle all reception duties and corporate secretarial management
• Develop and maintain client relationships ensuring client queries are answered
• Support client onboarding and maintain workflow and CRM systems.
• Manage calendars, appointments and meeting room bookings.
• Collect and distribute mail, maintain electronic and physical filing systems.

Skills & Experience:

• Must have reception experience in financial / professional services
• Experience from an Accounting, financial planning, legal or mortgage broking firm is highly regarded
• Excellent telephone manner and relationship management skills
• MUST be an Australian Citizen to Apply

Please Apply for this role if you have the relevant experience or alternatively email [email protected] your updated resume for a confidential conversation