Receptionist

6 days ago

Perth, Western Australia Aurum Planning Full time

Receptionist
Essential Traits:
Warm, professional, and adaptable, with the ability to manage multiple priorities in a dynamic environment.
Strong interpersonal skills and a team-oriented mindset.
Comfortable taking direction and following established procedures and protocols.
Demonstrates a can-do attitude and eagerness to learn new skills.
Exceptional communication abilities—both written and verbal—to interact clearly and effectively with clients, team members, and external contacts.
Highly organized with keen attention to detail.
Self-motivated, reliable, and capable of working independently.
Approachable and skilled in building rapport with clients.
Solution-oriented with an eye for process improvement and efficiency.
Selection Criteria:
Previous experience in a receptionist or front desk role is highly desirable.
Experience with client management systems such as Xplan or similar is an advantage.
Proficient in Microsoft Office (Outlook, Word, Excel).
Excellent communication, writing, and numeracy skills.
Ability to prioritize tasks and manage time effectively in a busy office environment.
Comfortable working independently as well as in a small team.
Professional phone manner and ability to handle client inquiries with care and discretion.
Proven reliability and commitment to completing tasks and meeting deadlines.
Proactive approach to solving problems and supporting clients and team members.
Duties & Responsibilities:
Greet clients and visitors in a professional, courteous, and welcoming manner.
Manage incoming phone calls and emails, responding to inquiries and directing them appropriately.
Schedule appointments and manage the advisers' calendars to ensure smooth daily operations.
Provide administrative support to financial advisers, including maintaining client records and preparing relevant documentation.
Handle incoming and outgoing mail, filing, scanning, photocopying, and general office upkeep.
Coordinate with internal team members and external contacts, including financial institutions and service providers.
Support the preparation and follow-up of client meetings.
Maintain a clean and organized reception area and office environment, ensuring the space remains tidy and presentable throughout the day.
Prepare and serve coffee or refreshments for clients and staff as needed, contributing to a welcoming office experience.
Assist with the onboarding of new clients and help ensure compliance with internal and regulatory requirements.
Actively contribute to the continuous improvement of office processes and client service delivery.
Assist with various ad hoc tasks and projects to support the team.

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