Receptionist/Admin Assistant

Review Financial Group; Melbourne; On-site; AUD 42,000 - 54,000; Full time

Job summary

Review Financial Group, a busy financial planning firm in Bayswater, seeks a Receptionist/Administrative Assistant to support the team and ensure a smooth office operation. The role is 5 days a week, 9am-5pm, with flexible hours for the right candidate.

You will welcome clients, manage reception, answer calls and emails, and assist with administrative tasks to support advisers. Ideal candidates are friendly, well-presented, with Microsoft Office experience and a keen eye for detail.

Qualifications

• Experience in an administrative role is preferred.
• Proficient with Microsoft Office (Word, Outlook).
• Attention to detail and ability to meet deadlines.

Responsibilities

• Greet and welcome clients and visitors to the office.
• Manage reception and answer phone calls and emails.
• Open and distribute mail; maintain tidy, welcoming workspace.

Skills

Friendly & polite

MS Office proficiency

Detail-oriented

Organised

Team player

Tools

XPLAN

Job description

Play a crucial part in ensuring our office runs smoothly and efficiently, contributing directly to the positive experience of everyone who interacts with Review Financial Group.

About Us:

Review Financial Group - We are a busy financial planning firm located in Bayswater. We are excited to offer Receptionist /Administrative Assistant position to support our team.

About the Role:

This is a great opportunity for candidates looking to start their career and those with experience in a similar client facing or support role. You'll be part of a supportive, fast-growing business where you can develop your skills and contribute to meaningful client outcomes.

The role is 5 days a week (9am-5pm) - hours can be flexible for the right applicant.

Key Responsibilities:

• Welcoming clients
• Manage Reception
• Answering phone calls and emails
• Opening and distributing mail
• Maintaining the tidiness and ambience of our lovely workplace
• Stationery ordering
• Invoicing
• Opening client files
• Scanning, filing client documents and Archiving files
• Assist with administrative tasks and workflow management
• Using practice management software to maintain client records
• Providing administration support to advisers and adviser associates
• Preparing for client meetings and reviews, including client documentation and reports
• Any other duties as may be required

About You:

We're open to candidates from a variety of backgrounds, and we're looking for people who:

• Have a friendly and polite manner
• Have previous experience working in an administrative role (preferred)
• Have a minimum of intermediate proficiency in the use of Microsoft Office applications (e.g. Word, Outlook)
• Familiarity (preferred) in the use of practice management software or similar systems (we use XPLAN).
• Is able to work autonomously as well as part of a team
• Ability to meet deadlines
• Is professionally presented
• Have a keen eye for detail and Have a "can do" attitude
• Is able to prioritise tasks, multi-task and work efficiently
• Detail-oriented with strong organisational skills
• Passionate about delivering quality service

Why Join Us?

• Join a well-established and growing business with a collaborative team culture
• Be part of a forward-thinking firm that values initiative and new ideas
• Salary commensurate with experience