Office Coordinator

2 days ago

Melbourne, Victoria, Australia Escala Full time $60,000 - $90,000 per year

Company Description

Escala is the new standard of excellence in personalised wealth management. Everything we do is designed to put our clients' interests first and realise their financial aspirations, providing objective, flexible and timely investment services to high-net-worth individuals and families, family offices, and not-for-profit organisations. Through collaboration, advanced research, innovation and personalised service, we deliver tailored solutions that are focused on creating and preserving wealth.

This is an exciting opportunity for an experienced Office Coordinator to join our team, providing both office co-ordination and wealth management administrative support to our high performing and growing Melbourne team. You will be part of a close-knit team, and a fun and engaging workplace culture.

As Part of This Role, You Will:

  • Manage front desk operations including phones, visitor reception, and meeting room bookings.
  • Coordinate external & internal events, groceries, and supplies procurement.
  • Handle petty cash reconciliation and office maintenance tasks.
  • Serve as liaison with building management, concierge services and external IT MSP
  • Provide hospitality services and ensure meeting rooms are prepared.
  • Process invoices, track expenses, process reimbursements and manage office mail.
  • Assist with new staff onboarding/offboarding and travel arrangements.
  • Support advisors with administrative duties (such as opening accounts, preparing compliance documentation and updating client records in Escala's CRM).
  • Process payments via external payments system, managing regular payments and raise tickets for general inquiries.
  • Provide diary management and coordination support as required by Senior Leaders.
  • Provide ad-hoc support to the Operations team and the wider business as required.

The Successful Applicant Will:

  • Be an office all-rounder type, happy to work in a small team or autonomously.
  • Be comfortable juggling tasks, prioritising and adapting to change.
  • Possess excellent communication skills and a strong attention to detail.
  • Be able to work independently and collaboratively with people from all areas of the business.
  • Have excellent time management skills, ability to prioritise and strong attention to detail.
  • Have strong computer literacy and data entry skills.
  • Have the ability to work well under pressure in a fast-paced environment.

Qualifications and Experience:

  • Have 2-5 years' experience as an Office Coordinator and/or as an Administrator (ideally in the Financial Services sector).
  • Be proficient in Microsoft Office Suite.

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