Client Services Officer / Receptionist – Pathway to Office Manager

Berritta Consulting; Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

Berritta Consulting, based in Melbourne's eastern suburbs, is seeking a Client Services Officer / Receptionist to be the first point of contact for clients and to support advisers with day-to-day operations.

This full-time role combines reception, client services and financial planning administration, with a clear pathway into an Office Manager position for the right candidate. A collaborative team environment and ongoing learning opportunities are offered.

Qualifications

• Experience in reception, client services or administration within financial planning.
• Ability to support advisers with advice implementation and documentation.
• Strong communication, organisation and client service focus.

Responsibilities

• Be the first point of contact for clients, manage reception and enquiries.
• Coordinate appointments and meeting rooms for clients and staff.
• Provide administrative support to Financial Advisers and Associates.
• Assist with implementation of financial advice, including applications and follow-ups.
• Maintain accurate client records and support ongoing service requirements.
• Contribute to general office administration and daily operations.

Skills

Reception experience

Client services

Administration

Financial planning exposure

Job description

Client Services Officer / Receptionist – Pathway to Office Manager

Excellent long-term career opportunity with a pathway into Office Management

Join an established, supportive financial planning team

Varied role combining reception, client services and financial planning administration

• Excellent long-term career opportunity with a pathway into Office Management

• Join an established, supportive financial planning team

• Varied role combining reception, client services and financial planning administration

The Opportunity

An exciting opportunity has become available for an experienced Client Services Officer / Receptionist to join a well-established and growing financial planning business based in Melbourne's eastern suburbs.

This position is ideal for someone with a background in financial planning administration who enjoys being the first point of contact for clients while also supporting Advisers with day-to-day operations and advice implementation.

You will join a collaborative team of Financial Advisers, Associates and administration professionals, working alongside another front-of-house team member to ensure clients receive an exceptional level of service.

For the right individual, there is a genuine long-term career pathway to progress into an Office Manager position.

Key Responsibilities

• Act as the first point of contact for clients, managing reception, incoming calls and general enquiries

• Welcome clients and coordinate appointments and meeting rooms

• Provide administrative and client service support to Financial Advisers and Associates

• Assist with the implementation of financial advice, including applications, documentation and follow-ups

• Liaise with clients, product providers and other stakeholders to ensure smooth processing of requests

• Maintain accurate client records and assist with ongoing service requirements

• Support general office administration and daily operational activities

• Over time, take on additional responsibilities across office coordination, processes and team support

About You

We are seeking a personable, organised and proactive individual who enjoys a combination of client interaction and financial planning administration.

Ideally, you will bring:

• Experience in reception, client services or administration within financial planning

• Previous experience supporting Financial Advisers and assisting with advice implementation

• Excellent communication skills and a professional, welcoming approach

• Strong organisational skills and attention to detail

• The ability to manage competing priorities and work collaboratively within a team

• A willingness to assist across both reception and broader client service responsibilities

• A genuine interest in developing your career towards Office Management

What's on Offer?

• Career progression: Opportunity to develop into an Office Manager role over time

• Supportive team: Work alongside experienced Advisers, Associates and administration professionals

• Variety: Enjoy a combination of front-of-house responsibilities, client services and implementation

• Established business: Join a reputable financial planning firm focused on long-term client relationships

• Professional environment: Full-time, office-based position in Melbourne's eastern suburbs