Client Concierge/Admin Assistant
Fuse Recruitment
Full-Time
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Varied role combining reception, administration, and client engagement
Ideal for someone wanting to build their experience in financial services.
Supportive team environment with strong professional culture
Varied role combining reception, administration, and client engagement
Ideal for someone wanting to build their experience in financial services.
Supportive team environment with strong professional culture
Receptionist/ Client concierge
Location: South Melbourne
Salary: $60,000–$65,000 + Super
Employment Type: Full-time, On-site (5 days in office)
Start Date: ASAP
About the Company
Our client is a well-respected financial services firm known for providing tailored wealth management, lending, and advisory solutions. They pride themselves on professionalism, strong client relationships, and high-quality service delivery. Their team works collaboratively to support clients through personalised, reliable, and efficient service.
About the Role
Our client is seeking a highly organised and motivated Receptionist/ Client concierge to support their daily operations in the South Melbourne office. This role is ideal for someone who enjoys being the backbone of a team—managing tasks behind the scenes, supporting advisers, and ensuring smooth workflow across the business.
As an all-round administrator, you will play a key role in client communication, document preparation, database management, and coordinating operational tasks. This is a great opportunity for someone looking to build experience within a professional financial services environment.
Key Responsibilities
Administration & Operational Support
For a confidential discussion about this opportunity, please call Romina Hayat on 0468 159 827 or send your application to rhayat@fuserecruitment.com.
At Fuse, we specialise in recruitment for financial services and actively source for a broad range of established clients.
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
#ChooseFuse
Location: South Melbourne
Salary: $60,000–$65,000 + Super
Employment Type: Full-time, On-site (5 days in office)
Start Date: ASAP
About the Company
Our client is a well-respected financial services firm known for providing tailored wealth management, lending, and advisory solutions. They pride themselves on professionalism, strong client relationships, and high-quality service delivery. Their team works collaboratively to support clients through personalised, reliable, and efficient service.
About the Role
Our client is seeking a highly organised and motivated Receptionist/ Client concierge to support their daily operations in the South Melbourne office. This role is ideal for someone who enjoys being the backbone of a team—managing tasks behind the scenes, supporting advisers, and ensuring smooth workflow across the business.
As an all-round administrator, you will play a key role in client communication, document preparation, database management, and coordinating operational tasks. This is a great opportunity for someone looking to build experience within a professional financial services environment.
Key Responsibilities
Administration & Operational Support
- Provide day-to-day administrative support to advisers and the broader team
- Manage calendars, schedule appointments, and coordinate meetings
- Prepare documents, reports, templates, and file notes
- Maintain accurate records and update information in CRM systems (e.g., XPlan)
- Assist with general office operations to ensure an organised and efficient environment
- Support internal workflows and contribute to improving systems and processes
- Assist with compliance requirements, data entry, and document management
- Act as a first point of contact for client enquiries
- Handle email and phone communication professionally and promptly
- Coordinate follow-ups, provide updates, and ensure a smooth client experience
- Prepare client packs, summaries, and general documentation as required
- Previous experience in an administrative or client service role (financial services preferred but not essential)
- Strong communication skills—written and verbal
- High attention to detail and accuracy
- Strong organisational skills and the ability to prioritise multiple tasks
- Proficiency in Microsoft Office Suite
- Experience using CRM systems (XPlan advantageous but not required)
- Tech-savvy with the ability to pick up new systems quickly
- A proactive, solutions-focused mindset
- Professional, warm, and approachable
- Reliable, honest, and respectful in all interactions
- Self-motivated and able to work efficiently in a fast-paced environment
- Committed to delivering a high standard of service
For a confidential discussion about this opportunity, please call Romina Hayat on 0468 159 827 or send your application to rhayat@fuserecruitment.com.
At Fuse, we specialise in recruitment for financial services and actively source for a broad range of established clients.
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
#ChooseFuse