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.