Reception & Client Services Coordinator - Finance

Burrell Stockbroking and Wealth Management; Brisbane; On-site; AUD 48,000 - 60,000; Full time

Benefits offered by this job

Spring Hill office location

Training and development opportunities

Competitive salary

Job summary

Burrell Stockbroking and Wealth Management – Spring Hill QLD is seeking a receptionist to be the first point of contact for clients, visitors, callers and staff. You will keep the front office running smoothly and support the Client Services team with enquiries, paperwork and data entry.

Key responsibilities include greeting attendees, managing meeting rooms, handling calls and emails, and coordinating lunches and office logistics.

Qualifications

• Experience in reception, administration or customer service; financial services experience is highly regarded.
• Professional presentation with a confident telephone and face-to-face manner.
• Excellent verbal and written communication skills.
• Willingness to learn new roles as business needs arise.
• Strong organisation and prioritisation in a busy environment.
• Sound judgement and discretion with confidential information.
• Proficiency in MS Outlook, Word and Excel; quick to learn new systems.

Responsibilities

• Greet clients, visitors and staff warmly and professionally; manage reception and meeting rooms.
• Answer, screen and direct incoming calls and emails promptly and accurately.
• Support Client Services with client enquiries, paperwork, data entry and filing.
• Maintain kitchen amenities including coffee machine and dishwasher.
• Handle sensitive client information with privacy and compliance responsibilities.
• Coordinate client lunches for meetings, diaries, couriers, mail and office supplies.
• Provide general administrative support to brokers, dealers and advisers as required.

Skills

Reception experience

Customer service

Verbal and written communication

Discretion

Organisational skills

Team-focused attitude

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Burrell Stockbroking and Wealth Management – Spring Hill QLD is seeking a receptionist to be the first point of contact for clients, visitors, callers and staff. You will keep the front office running smoothly and support the Client Services team with enquiries, paperwork and data entry.

Key responsibilities include greeting attendees, managing meeting rooms, handling calls and emails, and coordinating lunches and office logistics.