Adelaide Private Wealth

CBD

Full-Time / Part-Time

$60,000 (PTE) Receptionist (Admin Assistant)

We’re seeking a personable and organised Receptionist to be the first point of contact for clients. In this role, you’ll provide a warm welcome to visitors, manage incoming calls, and keep the office running smoothly.

From client appointment file preparation, fee forms, and maintaining our database, you’ll play a key role in ensuring everything runs seamlessly.

You’ll also take ownership of day-to-day office coordination — from meeting room bookings and mail management to ordering supplies, scanning and filing, and helping prepare for internal meetings. Every day brings variety, and your attention to detail will ensure clients and colleagues alike feel supported.

We’re looking for someone who thrives on providing excellent service and enjoys being at the centre of a busy professional office. Strong communication skills, time management, and confidence with the Microsoft Suite are essential.

Key responsibilities include:

Greeting clients and visitors with professionalism and warmth

Answering and directing incoming calls and emails

Coordinating meeting room bookings and preparing refreshments

Managing incoming and outgoing mail and deliveries

Screening client identification documents and maintaining accurate records in the CRM

Preparing and processing annual advice agreements, invoices, and fee forms

Creating and maintaining physical and electronic client folders

Processing client detail updates and liaising with advisers

Ordering stationery and kitchen supplies to ensure smooth daily operations

Monitoring dashboards and actioning updates as required

Supporting general housekeeping and ensuring the office remains professional and welcoming

Assisting with internal meeting preparation and catering orders

Contributing to ad hoc administration projects when required

What we’re looking for:

Previous experience in customer service or reception

Strong organisational and time management skills

Excellent written and verbal communication skills

Professional presentation and the ability to build rapport quickly

Proficiency in Microsoft Office (Word, Excel, Outlook, Teams)

High attention to detail and accuracy in record keeping

A proactive, adaptable, and solutions-focused approach

Ability to juggle competing priorities and remain calm under pressure

Confidence in working both independently and as part of a team

What we offer:

A collaborative and professional team environment

Ongoing training and development to support your growth

The opportunity to work closely with senior leaders and advisers

A varied role where no two days are the same

Convenient Adelaide CBD location with modern office facilities