Financial Advisory | Receptionist/Administration Assistant

Receptionist / Administration Assistant
Join a professional, dynamic team supporting financial wellbeing on the Gold Coast.

About Us
Centaur Financial Services is a well-established, client-centric financial planning firm based in the heart of the Gold Coast. We’re known for delivering high-quality, values-driven advice and building long-term relationships that help our clients thrive. As we continue to grow, we’re looking for a vibrant and organised individual to be the welcoming face of our business.

About the Role
We’re on the lookout for a confident and reliable Receptionist/Administration Assistant to join our team. This front-line role is key to creating a warm and professional first impression for our clients while supporting the wider team with day-to-day administrative tasks.

Part Time will be considered for the right candidate.

Responsibilities

• Greet and assist clients in person and over the phone with professionalism and care

• Manage appointment scheduling and meeting room coordination

• Handle incoming and outgoing correspondence, including email and mail

• Maintain tidy, welcoming office and reception areas

• Provide administrative support to advisers and client service staff

• Maintain accurate data entry and client records in line with compliance standards

What We’re Looking For

• Excellent interpersonal and communication skills

• Strong organisational abilities and attention to detail

• Ability to multitask in a fast-paced, client-focused environment

• Previous experience in a reception or admin role (financial planning or professional services a bonus)

• A proactive, team-oriented attitude

• Confidence using Microsoft Office; knowledge of financial planning software is advantageous (XPLAN)

Why Join Centaur?

• A supportive and collaborative team culture

• Opportunities for professional development and career growth

• Fast-paced environment with a growing business

• Work in a values-aligned organisation making a genuine impact

• Beautiful office location close public transport