Receptionist / Office Coordinator

5 days ago

Newstead, Queensland, Australia My Wealth Solutions Full time $60,000 - $80,000 per year

At My Wealth Solutions, we're more than just a multi-award-winning boutique financial planning firm — we're a team driven by purpose, passion, and a family-owned spirit. Since 2011, we've been helping everyday families achieve financial success through genuine, professional guidance.

Our people-first culture means we're committed to delivering excellence to our clients, while also investing in each other's personal and professional development. We work hard, grow together, and still find time for team-building activities and social events throughout the year.


About the Role

We're on the lookout for a driven and enthusiastic Receptionist / Office Coordinator to join our vibrant and fast-paced team.

This is an exciting opportunity to work alongside experienced Financial Advisers and play a key role in providing exceptional client service and administrative support. If you're an experienced receptionist or office coordinator with a passion for helping others and a desire to grow in the financial planning industry — we'd love to hear from you.


Key Responsibilities

Your day-to-day will include:

  • Welcoming clients and managing front-desk reception duties
  • Managing Adviser calendars and appointments
  • Handling incoming and outgoing correspondence
  • Liaising with clients and providing outstanding customer service
  • Preparing client forms and documentation with accuracy and efficiency
  • Tracking outstanding client requirements and proactively following up
  • Supporting advisers with general administrative tasks
  • Managing office supplies and orders
  • Liaising with external suppliers
  • Responding to client enquiries in a timely and professional manner
  • Participating in business improvement initiatives that contribute to team success

What We're Looking For

Our ideal candidate will have:

  • Previous experience in a similar receptionist or administrative role (preferred)
  • Knowledge of the financial planning sector (advantageous)
  • Exceptional organisational and time-management skills
  • Strong written and verbal communication abilities
  • A keen eye for detail and a proactive mindset
  • Intermediate proficiency in Microsoft Office Suite
  • A polished and professional presentation
  • A team-focused, caring attitude with a genuine desire to learn and grow

Benefits

  • A fun, fast-paced, and open-minded team that values ongoing training and coaching.
  • Support from a team of experienced professionals.
  • Regular team building and social events.

As a family business, we want to help our team members achieve their full potential. This is what we offer in return:

A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training.  Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.

If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter.  Please note cover letter is a must if we are to assess your application.

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