Client Concierge

Create a first impression that feels warm, polished and genuinely personal.

As our Client Concierge, you will be at the heart of our front-of-house experience, creating a seamless visit for every client, guest and team member while helping our office run smoothly behind the scenes.

WHY YOU’LL LOVE WORKING WITH US 

We are proudly team-owned, and nationally recognised: 

• FAAA Professional Practice of the Year (2017, 2019, 2024) 

• #3 Best Places to Work in Australia (WRK+) 

• Western Australia’s only CEFEX-certified financial planning firm 

This is a place where people care deeply, about clients, about each other, and about doing meaningful work. 

YOUR ROLE

As our Client Concierge, you will create a warm and professional front-of-house experience while coordinating the everyday details that keep our client spaces and office operating seamlessly.

In this role, you will:

• Welcome clients, guests and visitors and create a professional, caring first impression.

• Prepare and coordinate meeting rooms, visitor parking, hospitality and arrival arrangements.

• Keep front-of-house and workplace operations running smoothly, resolving routine issues promptly.

• Coordinate facilities, maintenance and office support activities, collaborating with the wider team and escalating issues when required.

• Answer and transfer phone calls professionally.

• Support other administrative tasks when capacity allows.

YOUR WINNING FORMULA

• At least one year of experience in a reception, customer-facing or administrative role.

• Experience coordinating visitor arrivals, meeting room logistics or office facilities.

• Strong attention to detail and the ability to manage changing priorities.

• Clear, warm and professional written and verbal communication skills.

• Confidence using Microsoft Office and a willingness to learn new systems and processes.

• A calm, approachable and proactive style, with sound judgement and reliable follow-through.

THE HEART OF CAPITAL PARTNERS

We live our four core values every day: Think, Do, Live, Play.

• Think beyond self: We care for people, listen and act with heart, and go the extra mile.

• Do the right thing: We do what we say, take responsibility, and have conversations that matter.

• Live above the line: We have a growth mindset, commit to learning, and always look for better ways.

• Play as one team: We lean into challenges, speak up, participate, and collaborate—asking for help when we need it.

HERE’S YOUR OPPORTUNITY

• A values‑led, high‑trust culture.

• Rewards & recognition for doing the right thing.

• Regular social events and team workshops.

• Access to personal financial advice from award‑winning advisers.

• Learning, development, and career growth opportunities.

Apply today by submitting your resume and cover letter.