_{01st December, 2025}

The Role
Our client is a leading financial planning and accounting firm based in the Gold Coast, dedicated to delivering highly personalised services to their HNW clients. 

As the Receptionist, you will be responsible for delivering an exceptional first impression to clients and visitors, managing front-desk operations, and providing general administrative support to the accountants, financial advisors and team.

This role requires strong communication skills, professionalism, and the ability to maintain confidentiality while working in a fast-paced, client-centered environment.

Duties and Responsibilities

• Greet clients and visitors in a friendly, professional manner.
• Answer and route incoming phone calls; respond to general inquiries.
• Check clients in/out for appointments; notify the team of arrivals.
• Offer refreshments and ensure a welcoming reception area
• Manage incoming/outgoing mail, packages, and courier services.
• Schedule appointments and meetings as needed.
• Maintain client records and ensure accurate data entry in CRM systems
• Prepare meeting rooms, including materials, presentations, and technology setup.

Skills & Experience

• 1+ years of experience in a receptionist, administrative, or customer-service role.
• Strong communication skills—both verbal and written.
• Professional, friendly demeanour with excellent client-service orientation.
• Ability to handle sensitive financial information with confidentiality and discretion.
• Proficiency in Microsoft Office Suite and familiar with different CRM systems 
• Experience in a financial planning, wealth management, or professional services environment ideal but not essential
• Reliable, punctual, and committed to supporting the team.
• Happy to commit to a 6-month contract

If this sounds of interest to you, please apply via the link below!

Apply For Job