Job Description

Are you a customer-focused professional who enjoys building relationships and creating positive experiences for clients?

Who we are

At Coastal Advisory Australia, we help Australians achieve financial confidence through trusted advice, meaningful relationships and long-term thinking.

We’re a growing national business, bringing together the expertise and resources of a larger organisation with the personalised service of local advice, accounting & lending teams. As we continue to grow, we’re also creating new opportunities for our people to develop, specialise and build rewarding careers.

The opportunity

As our Receptionist & Client Administrator, you'll be a key member of our Erina team, helping to create a positive experience for clients while supporting advisers and business operations behind the scenes.

This varied role offers the chance to work across client service, administration and office coordination, making it ideal for someone who enjoys keeping things organised and being part of a collaborative team.

The impact you’ll have

You'll be the welcoming face of our office while also supporting our advisers and client service teams with a variety of administrative and coordination tasks.

In this role, you will:

• Manage incoming calls, enquiries, and correspondence.
• Coordinate meeting room bookings and meeting preparation.
• Prepare refreshments for client appointments and maintain meeting spaces.
• Assist advisers with meeting paperwork and manage client documentation.
• Assist with facilities coordination, maintenance requests, and supplier relationships.
• Contribute to delivering a consistent 5-star office experience.

What you’ll bring

You'll be an organised and proactive professional who enjoys helping others and takes pride in delivering exceptional customer service.

You will have:

• 1-3 years' experience in reception, administration, client service, or a similar role.
• Outstanding communication and interpersonal skills.
• A genuine client-first approach and professional presentation.
• Confidence using Microsoft Office applications including Outlook, Word, and Excel.
• Experience within financial planning, accounting, legal, or other professional services environments will be highly regarded.

Why join Coastal?

We are growing organically and through acquisitions, creating opportunities for our people to broaden their experience, contribute ideas and help shape how we work. We value skill, integrity, initiative and a genuine commitment to delivering better outcomes for our clients and each other.

We offer:

• Discounted Financial Advice
• Complimentary Annual Tax Returns
• Salary sacrificing for Novated Leases
• Purchased leave options
• A culture built around our guiding principles: People First; Work Together/Win Together; No Limiting Beliefs and 100% of the Truth, 100% of the Time

Ready to join us?

If you're ready to be part of a collaborative team and create exceptional experiences for clients every day, we'd love to hear from you.

Apply now to join Coastal Advisory Australia.

Due to high application numbers, only successful candidates will be contacted.

Company Overview

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.