Company

The Wealth DesignersSee more

addressAddressWest Perth, WA
CategoryAdministrative

Job description

About us:

We’re a boutique financial advisory firm on a mission to change the way wealth advice is delivered and perceived in Australia.

We know that happy, fulfilled, purposeful lives aren’t built on bank balances alone.

That’s why we’re laser focused on ensuring our clients are realising their dreams and kicking their goals along the way. 

We believe in approachability, personability, real talk and building authentic relationships with our clients, and our staff.

When it comes to our team, we are committed to inclusivity, diversity and closing the gender gap in our industry.

About you:

Our Reception is the first point of contact for our clients, business associates and consultants, and will play a vital admin support role in our operations team. Due to our growing business we require a second Receptionist to provide superior care for our clients and business.

Ideally, we’d love someone warm and friendly, a team player with excellent people skills.

Someone who can multi-task, manage time well, is proactive and shows initiative to jump in and help when needed.

You’ll need a professional manner and the ability to stay cool, calm and collected when things get busy.

We’d also like you to have:

  • At least two years of experience in a similar role.
  • Proven experience in office and diary management.
  • Experience with AV / IT facilities (or a willingness to learn).
  • Experience with software programs including Microsoft Suite, Calendly, DocuSign, (we’re happy to teach you some of these if you’re the right candidate).

What we offer:

  • An amazing team. You will be well supported in this role. Your colleagues will be knowledgeable, friendly and welcoming.
  • A progressive workplace. If you value inclusivity and diversity as much as we do, you’ll be at home with us.
  • A focus on wellbeing. We know happy workers are more productive, so we do everything we can to encourage our team to live well and strive for work/life balance.

About the role:

Your role will be diverse and will include the following:

  • You’ll be the first point of contact for all clients and stakeholders, both in person and via telephone.
  • You’ll meet and greet clients on arrival to the office, including offering refreshments, in a welcoming and professional manner.
  • You’ll manage the booking of client meeting rooms.
  • You’ll assist the Head of Office Operations with ad-hoc administration tasks and the Executive Assistant with special events and staff functions.
  • You’ll manage our inbox and all incoming and outgoing mail, both electronic (Docusign) and postal.

We value life experience of all kinds, and people of all ages and ethnicities and encourage those who feel they are the right fit to apply. You can find out more about The Wealth Designers at twd.com.au

We are open to flexibility and whilst this role cannot be performed remotely, we are open to discussing part time hours for the right individual, please indicate in your covering letter your preferred working hours.

Apply now.

Refer code: 2470325. The Wealth Designers - The previous day - 2024-07-02 15:10

The Wealth Designers

West Perth, WA

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