Job Title

Client Administrator & Receptionist Grow Your Career in Financial ServicesAre you an experienced administrator from a professional services background (legal, accounting, real estate, etc.) looking for a meaningful career pivot? Do you thrive on detail, love working with people, and want to build a long-term future in a values-led business?Were on the lookout for a Client Administrator & Receptionist to join our team someone with a sharp eye for detail, confidence working with documents and financial information, and strong communication skills when liaising with clients. You dont need to have done it all before if youre articulate, accurate, and proactive, well support you with the training and development to grow.What Youll DoBe the first point of contact for our clients professional, empathetic, and solutions-focused.Oversee the office operations for the team, managing Reception, greeting clients and general office dutiesSupport Financial Advisers by managing client meetings, assisting with record keeping, and documentation.Work with our CRM and IT systems such as MS365 and XplanCoordinate documentation such as agreements, forms, and advice records with precision and efficiency.What You BringA solid background in administration within a professional services environment.Strong skills in reviewing and handling documents, contracts, or financial data.High attention to detail and great organisational habits.Clear, confident verbal and written communication youre great at explaining complex matters simply.A willingness to learn and grow especially into the financial advice sector.What We OfferComprehensive training and ongoing learning opportunities.Annual all staff conferences and culture days through the yearA robust EVP free advice, tax returns, advice on lending and mortgages, access to professional development days and industry conferencesA genuinely supportive and collaborative team environment.Exposure to a respected and growing financial advice business.Pathways into more technical roles like producing Statements of Advice (SOAs) if youre interested.Apply now to build a career where your administrative superpowers can shine with people who care about your future.Role TypePay Rate50000 AUD 80000 AUD (Annum)Company OverviewAt Coastal Advice Group, we believe in the power of financial guidance to transform lives. As a leading player in the industry, we are dedicated to creating a workplace that fosters growth, collaboration, and a commitment to excellence. #J-18808-Ljbffr