At Coastal Advisory Australia, we're passionate about helping Australians achieve financial confidence. As one of Australia's fastest-growing financial advice firms, we're building a team of exceptional people who genuinely care about delivering an outstanding client experience.
We're looking for an organised, proactive and customer-focused Client Experience & Office Coordinator to become the first point of contact for our clients and visitors. This is much more than a reception role—it's an opportunity to own the day-to-day client experience while supporting our advisers and ensuring our office operates seamlessly.
If you're someone who enjoys variety, thrives in a fast-paced environment and takes pride in creating exceptional experiences, we'd love to hear from you.
You'll play a central role in keeping our office running smoothly while delivering a premium experience for every client who interacts with Coastal. Your responsibilities will include:
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Welcoming clients and visitors and creating a warm, professional first impression
- Managing reception, incoming calls and shared inboxes
- Coordinating meeting rooms, refreshments and client appointments
- Supporting Financial Advisers with meeting documentation and client administration
- Managing client service requests and maintaining accurate records
- Coordinating office operations, suppliers and facilities
- Assisting with workplace events and client functions
- Supporting onboarding activities for new team members
- Helping maintain our high standards across every aspect of the client experience
No two days are the same, making this an ideal role for someone who enjoys balancing client interaction with administration and operational coordination.
You'll be someone who genuinely enjoys helping people and takes ownership of your work.You'll ideally have:
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Experience in reception, client service, administration or office coordination
- Outstanding communication and interpersonal skills
- Strong organisational skills with excellent attention to detail
- The ability to juggle multiple priorities while remaining calm under pressure
- A proactive approach and willingness to solve problems
- A professional, polished and approachable manner
- Experience in professional services such as financial planning, accounting or legal (highly regarded)
- Experience using Microsoft Office, with CRM experience viewed favourably
At Coastal, our people are at the centre of everything we do. We offer:
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A supportive and collaborative team culture
- Career development and progression opportunities
- Ongoing learning and professional development
- Employee wellbeing initiatives
- Access to financial advice, lending, accounting and insurance services
- The opportunity to be part of a growing national organisation where your contribution genuinely matters
Coastal Advisory Australia is one of Australia's leading integrated financial advice businesses, helping individuals, families and businesses make informed financial decisions. Our team is committed to delivering exceptional advice and service while creating lasting relationships with our clients.
As we continue to grow nationally, we're looking for people who share our values, enjoy working collaboratively and want to make a meaningful impact every day.
At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.
