Administrator - Reception & Team Support

Cutcher & Neale Accounting and Financial Services; Melbourne; Hybrid; AUD 52,000 - 70,000; Full time

Benefits offered by this job

Hybrid work option

Professional development

Job summary

Cutcher & Neale Accounting and Financial Services in Melbourne seeks a proactive Administrator to join our SMSF team. This hybrid role blends front-of-house client experience with hands-on administrative support, serving as the first point of contact in our Melbourne office.

You will assist with SMSF workflows, document handling, and client communications while helping maintain office operations. A collaborative approach and eagerness to learn financial services are essential.

Qualifications

• Front-of-house experience and strong client-service skills.
• Clear communication and ability to stay organised across tasks.
• Ability to manage multiple priorities in a fast-paced environment.
• Willingness to learn about financial services and SMSF processes.
• Proactive, ownership mindset and team-player attitude.

Responsibilities

• Deliver a professional and welcoming front-of-house experience for clients, visitors, and suppliers.
• Manage incoming calls, emails, and general enquiries with timely, accurate responses.
• Support day-to-day office operations, including meeting room coordination, mail, and office presentation.
• Maintain reception, kitchen, and shared spaces to a high standard.
• Assist with general administrative support across the business as needed.
• Support SMSF administration workflows, including document preparation and processing.
• Scan, collate, and upload client documentation into internal systems.
• Prepare and send client correspondence and superannuation documentation.
• Coordinate the distribution of client packages in both digital and physical formats.
• Maintain accurate records across systems and support data-related processes.
• Contribute to continuous improvement by identifying opportunities to streamline processes and enhance the client experience.

Skills

Reception experience

Client service

Microsoft Office

Multitasking

Attention to detail

Tools

XPM

FYI

Annature

Job description

About Cutcher & Neale

In July 2025, BBB Partners merged with Cutcher & Neale, bringing together a locally recognised Melbourne firm with one of Australia's leading financial services businesses. While this role is based in the BBB Partners Melbourne office, you'll enjoy the professional growth opportunities of being part of a national firm with more offices in Sydney, Brisbane, and Newcastle.

Your new opportunity

We're looking for a proactive and people-focused Administrator to join our Melbourne office. This is a unique hybrid role that blends front-of-house client experience with hands-on administrative support within our Self-Managed Superannuation Fund (SMSF) team. You'll be the first point of contact in our Melbourne office, creating a professional and welcoming experience for clients, visitors, and team members. Alongside this, you'll support the SMSF team with key administrative tasks that keep workflows moving and ensure client deliverables are completed accurately and on time. This is a varied, fast-paced role suited to someone who enjoys being across multiple priorities, takes pride in presentation and organisation, and wants to build a career in financial services. You'll work closely with leaders and team members across the firm, contributing to both client experience and operational efficiency.

What You'll Do

• Deliver a professional and welcoming front-of-house experience for clients, visitors, and suppliers
• Manage incoming calls, emails, and general enquiries, ensuring timely and accurate responses
• Support day-to-day office operations, including meeting room coordination, mail, and office presentation
• Maintain reception, kitchen, and shared spaces to a high standard
• Assist with general administrative support across the business as needed
• Support SMSF administration workflows, including document preparation and processing
• Scan, collate, and upload client documentation into internal systems
• Prepare and send client correspondence and superannuation documentation
• Coordinate the distribution of client packages in both digital and physical formats
• Maintain accurate records across systems and support data-related processesContribute to continuous improvement by identifying opportunities to streamline processes and enhance the client experience

What You'll Bring

• A proactive, can-do attitude with a strong sense of ownership
• Excellent communication skills and a genuine passion for client service
• Strong attention to detail and ability to manage multiple tasks in a fast-paced environment
• A collaborative approach and willingness to support team members across different teams
• Previous experience in reception, administration, or client service roles (highly regarded but not essential)
• Confidence using Microsoft Office and working across multiple systems
• Familiarity with systems such as XPM, FYI, or Annature (highly regarded but not essential)
• An interest in financial services or superannuation, with a willingness to learn

Ready to join us?