About the Company
Our client is a financial services firm offering a broad range of accounting, advisory, and wealth management services. They work with a diverse client base, from individuals to SMEs, providing tailored financial guidance and strategic insights. The firm is known for its strong client focus, professional expertise, and emphasis on accuracy, compliance, and practical solutions, all within a collaborative and supportive team environment.

About the Role
This opportunity is a fulltime permanent role based five days a week based out of their inner-city office. The role supports the full client lifecycle, from managing leads and inbound client calls to assisting with contracts and supporting consultants. The ideal candidate is highly organised, proactive, and comfortable liaising with external partners, with a solid understanding of the industry to minimise training.

Key responsibilities:

This role involves managing and updating CRM records, primarily in Salesforce, to ensure accurate and timely client information. The candidate will coordinate with external partners and providers, including chasing borrowing capacities, finance updates, and creating leads in the system. They will support consultants throughout the client process, assisting with administrative tasks from the initial lead stage through to contracts and later stages as needed. Responsibilities also include arranging client travel, accommodation, and transport, maintaining accurate client records and documentation, managing office supplies, and actively contributing to the improvement of administrative processes and workflows to ensure smooth and efficient operations across the office.

About You
The ideal candidate has strong CRM experience, with Salesforce knowledge highly desirable, and brings previous experience in financial services, property, construction, or a related field. They are highly organised with excellent time management and attention to detail, able to prioritise and manage multiple tasks across teams without becoming overwhelmed. Strong communication skills are essential, as the role involves regular client interaction, and the candidate must be confident working in a busy office environment.

How to apply
Click on the APPLY button for a confidential discussion. If this role doesn’t sound quite right for you but you are open to hearing about new opportunities in Accounting and Finance feel free to get in touch or jump on to the website and sign up for our job alerts!

Six Degrees Executive acknowledges the Traditional Custodians of the lands on which we work and live. We are also committed to equal opportunity and strive to promote diversity, inclusion, belonging, flexibility, and accessibility in all that we do.

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