Client Services & Receptionist — Path to Office Manager

Berritta Consulting; Melbourne; Presencial; AUD 55 000 - 75 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

Reception experience

Client services

Administration

Financial planning exposure

Descrição da oferta de emprego

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.