Your New Role:

• Delivering exceptional client service and managing enquiries with professionalism and efficiency.
• Providing high-quality administrative and operational support to Advisers and the broader team.
• Managing client documentation, account maintenance, and a variety of client transactions with accuracy and attention to detail.
• Supporting risk, compliance, and governance requirements by maintaining accurate records and ensuring adherence to regulatory obligations.
• Acting as a central point of contact between the office, internal support teams, and external service providers.
• Coordinating office operations, including facilities, technology, supplies, and workplace resources.
• Assisting with financial administration, invoicing, and expense management activities.
• Coordinating client, marketing, and team events.
• Supporting people-related activities such as recruitment, onboarding, training, employee engagement, and leave administration.
• Identifying opportunities to improve processes, enhance efficiencies, and contribute to a positive workplace culture.

About You

• Experience in office management, administration, client services, or operational support.
• Experience in banking (highly desirable)
• Strong communication and interpersonal skills, with the ability to build effective working relationships across all levels.
• A customer-focused mindset and commitment to delivering high-quality outcomes.
• Excellent organisational and time management skills, with the ability to manage multiple priorities and meet deadlines.
• Exceptional attention to detail and a proactive, solution-oriented approach.
• The ability to work autonomously while contributing positively within a collaborative team environment.
• Sound judgement, professionalism, and the ability to handle confidential information with discretion.
• A strong sense of accountability, initiative, and commitment to continuous improvement.