Client Experience & Executive Support Leader

Private Advertiser; Melbourne; On-site; AUD 70,000 - 100,000; Full time

Job summary

A privately owned self-licensed financial advisory firm invites applications for a Front of House & Executive Support Manager based in Hawthorn. You will play a key role in smooth office running, client relations, and supporting advisers with administrative tasks.

The ideal candidate brings professionalism, warmth, initiative, and a proactive approach to maintaining a well‑run office and exceptional client experience.

Qualifications

• Previous experience in a client service, administration, or office coordination role.
• Strong communication skills, both written and verbal.
• High level of organisation and attention to detail.
• Ability to manage competing priorities and work independently.
• Confidence to be assertive when needed.

Responsibilities

• Greet clients with professionalism, warmth, and a friendly demeanour
• Manage incoming calls, emails, and client enquiries
• Provide patient, supportive assistance to clients and ensure they feel well cared for
• Coordinate client appointments, confirmations, and follow-ups
• Collate documentation, packs, and meeting materials
• Maintain office organisation, supplies, and presentation
• Manage incoming and outgoing mail and document control
• Ensure the office runs smoothly day-to-day
• Support advisers with administrative tasks and workflow management
• Maintain accurate records and data entry across systems and platforms
• Assist with compliance-related tasks and document preparation
• Track outstanding items and ensure follow-through without delay
• Liaise with product providers and external partners when required

Skills

Client service

Communication

Organisation

Prioritisation

Independence

Job description

A privately owned self-licensed financial advisory firm invites applications for a Front of House & Executive Support Manager based in Hawthorn. You will play a key role in smooth office running, client relations, and supporting advisers with administrative tasks.

The ideal candidate brings professionalism, warmth, initiative, and a proactive approach to maintaining a well‑run office and exceptional client experience.