About the Company FinSec Partners is a financial planning and advisory firm that has been assisting South Australians with their financial advice requirements for over 30 years. Specialising in Self-Managed Super Funds, UK Pension Transfers, Risk Management and Wealth Creation, this team of financial professionals provide quality advice and service to their well-established clients. Due to continued growth, an opportunity is now presenting for a Client Service Administrator to join their close-knit team. About the Role As the Corporate Reception / Administration Officer you will report to the General Manager Business Operations and the Head of Advice Operations and will enjoy a diverse and varied position being the face of the organisation while providing administrative support to the team. Your duties will include answering and directing telephone enquiries, workflow management, entering data into XPlan, booking client appointments, preparation of client documentation and liaising with product providers and external stakeholders. Duties Answer incoming calls Client liaison Workflow management Book client meeting Correspondence and client report preparation Database maintenance Provide administrative support to the General Manager Business Operations, Advisors and support staff Skills & Experience Previous experience within a professional services environment Previous experience supporting a team Effective communication and interpersonal skills A genuine and personalised approach to customer service Impeccable attention to detail Commitment to ongoing professional development Culture & Benefits Strong staff retention Long-standing business relationships that span over 30 years Progressive and positive culture Career development opportunities Unique opportunity to join a growing and cohesive team where your contribution and support will be acknowledged and valued How to Apply Click APPLY to submit your application, including a cover letter and CV, in one document in Microsoft Word only. Applications can be addressed to Joanna Slaven quoting reference number JO-2511-11249. Telephone enquiries are welcome at (08) 8100 8851. Consultant Joanna Slaven Senior Recruitment Partner (08) 8100 8851 [email protected] Reference number: JO-2511-11249 Profession: Banking and Financial Services Client Services Company: Finsec Partners Date posted: 24th Nov, 2025 #J-18808-Ljbffr
Job Title
Corporate Receptionist / Administration Officer