Family Office Client Experience Coordinator (Hybrid)

Recruitly; Melbourne; Hybride; AUD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Hybrid work environment

Résumé du poste

Recruitly is seeking a Client Services Coordinator to join their Family Office team in Melbourne. You’ll coordinate client requests, manage invoices and maintain records while liaising with external providers and internal divisions to ensure a seamless service experience.

The role focuses on building long-term client relationships, handling confidential information with discretion, and supporting a growing Family Office function in a professional services environment.

Qualifications

• Experience in client administration, client services or coordination within professional services or financial services.
• Sound financial literacy with understanding of council rates, land tax, entities, family groups, financial statements and tax returns.
• Exposure to invoicing, accounts receivable, bookkeeping or account reconciliations.
• Strong relationship-building and stakeholder management skills.
• Experience supporting meetings and managing follow-up actions.
• Excellent attention to detail and strong organisational skills.
• Proactive, adaptable and solutions-focused approach.
• Confidence using Microsoft Office and Xero (Netwealth and/or Praemium also highly regarded).

Responsabilités

• Respond to client enquiries by phone, email and face-to-face.
• Coordinate and attend client meetings, including preparing meeting packs, taking minutes and following up actions.
• Manage client administration, invoicing, accounts receivable, data entry and account reconciliations.
• Maintain accurate client registers, records and communication templates.
• Coordinate onboarding of new Family Office clients, from proposal and set-up through to implementation.
• Liaise with external providers such as utility companies, property agents, private bank managers and wealth advisors.
• Support bookkeeping activities and review work completed by other team members when required.
• Identify opportunities to improve processes, automate workflows and enhance the client experience.
• Provide general and overflow support to the Family Office team.

Connaissances

Client administration

Client services

Coordination

Finance literacy

Relationship management

Meeting support

Attention to detail

Proactive solutions

Microsoft Office

Xero

Formation

Finance/admin experience in professional services or financial services

Outils

Xero

Netwealth

Praemium

Microsoft Office

Description du poste

Recruitly is seeking a Client Services Coordinator to join their Family Office team in Melbourne. You’ll coordinate client requests, manage invoices and maintain records while liaising with external providers and internal divisions to ensure a seamless service experience.

The role focuses on building long-term client relationships, handling confidential information with discretion, and supporting a growing Family Office function in a professional services environment.