Finance Admin Coordinator — Office Support

Wealth Foundry Private Pty Ltd; City of Melbourne; On-site; AUD 52,000 - 68,000; Full time

Benefits offered by this job

Friendly team environment

Experience in finance services

Job summary

Wealth Foundry Private Pty Ltd is seeking a proactive administrator to support the financial planning team in Melbourne. You will handle calls, emails, calendar management, and document preparation while maintaining confidential client records and accurate data.

The role offers exposure to the finance services industry, a collaborative team culture, and the chance to develop in a professional office setting.

Qualifications

• Highly organised with strong attention to detail.
• Professional and confident communication skills.
• Ability to manage multiple tasks and meet deadlines.
• A proactive and reliable team player.

Responsibilities

• Providing general administrative support to the financial planning team.
• Answering and directing phone calls and responding to emails.
• Managing calendars, appointments and meeting schedules.
• Preparing and formatting documents and reports.
• Data entry and maintaining accurate client records.
• Filing, scanning and organising confidential documents.
• Assisting with client enquiries and general office coordination.

Skills

Organised

Attention to detail

Communication skills

Multitasking

Team player

Job description

Wealth Foundry Private Pty Ltd is seeking a proactive administrator to support the financial planning team in Melbourne. You will handle calls, emails, calendar management, and document preparation while maintaining confidential client records and accurate data.

The role offers exposure to the finance services industry, a collaborative team culture, and the chance to develop in a professional office setting.