About Baker Advice Group

Baker Advice Group is a Sunshine Coast accounting and financial planning firm. We partner with clients to help them reach their goals, bringing together accountants, financial advisers and trusted lending partners under one roof. Whatever our clients are working towards, we align our advice with their vision and purpose.

The role

We are looking for a highly organised, client focused Receptionist / Administration Officer to be the welcoming face of our Birtinya office. You will be the first point of contact for clients and visitors, and you will keep the office running smoothly by supporting our accounting and financial planning teams with day to day administration.

This is a full time, in office role suited to someone who enjoys variety, takes pride in getting the details right, and thrives in a busy, friendly team.

What you will do

Front desk and client service

•     Greet clients and visitors warmly and create a great first impression.

•     Keep the reception area tidy, organised and presentable.

•     Help clients with general enquiries, including basic billing and payment questions, and direct detailed queries to the right team member.

Phones and communications

•     Answer, screen and direct incoming calls.

•     Take and relay accurate messages.

•     Manage incoming and outgoing mail, packages and deliveries.

Administration

•     Schedule and coordinate meetings and appointments for clients and the team.

•     Data entry, filing and maintenance of client records and financial documents.

•     Support the preparation of reports, presentations and client correspondence.

•     Order and maintain office supplies.

•     Follow company policies and procedures, including confidentiality and privacy requirements.

What you will bring

•     Experience: previous experience in reception, administration or a similar client facing support role.

•     Communication: clear, professional verbal and written communication.

•     Organisation: strong organisational skills and a sharp eye for detail.

•     Systems: confidence with Microsoft Office and Google Workspace. Familiarity with Xero and XPM is a plus.

•     Reliability: punctual, dependable and able to manage your time well.

•     Team player: able to work independently and as part of a close team.

•     Bonus: a basic understanding of accounting principles, or experience in an accounting or financial services office.

Why join us

•     A friendly, supportive team based in our Birtinya office.

•     Variety across both accounting and financial planning.

How to apply

If this sounds like you, we would love to hear from you. Please email your cover letter and CV to ****@bakeradvice.com.au. In your cover letter, tell us why you are the right person for this role.