Client Services & Front Desk Coordinator

Strategy First Financial Planners; City Of Bunbury; On-site; AUD 50,000 - 60,000; Full time

Benefits offered by this job

Supportive team environment

Professional and modern workplace

Varied and rewarding role

Long-term career growth

Job summary

Strategy First Financial Planners Bunbury is seeking a friendly Receptionist / Client Services Officer to join our team. You will be the first point of contact for clients, handling arrivals, calls and appointments while supporting advisers with everyday administration.

The role is full-time in Bunbury, WA, offering a professional, modern workplace and a varied, rewarding environment. Experience in financial services is an advantage but not essential.

Qualifications

• Previous reception, administration or customer service experience.
• Excellent communication and organisational skills.
• High attention to detail and accuracy.
• Professional, friendly attitude and team player.
• Financial services experience is an advantage but not essential.

Responsibilities

• Welcome clients and visitors.
• Answer and direct telephone enquiries.
• Manage client appointments and diaries.
• Prepare and process client documentation.
• Maintain client records and filing systems.
• Provide administrative support to advisers.
• Manage incoming and outgoing mail.
• Assist with general office administration.
• Maintain a professional reception area.
• Handle confidential information with discretion.

Skills

Reception experience

Customer service

Communication skills

Organisational skills

Attention to detail

Teamwork

Financial services experience

Job description

Strategy First Financial Planners Bunbury is seeking a friendly Receptionist / Client Services Officer to join our team. You will be the first point of contact for clients, handling arrivals, calls and appointments while supporting advisers with everyday administration.

The role is full-time in Bunbury, WA, offering a professional, modern workplace and a varied, rewarding environment. Experience in financial services is an advantage but not essential.