I’m currently partnering with a well-established professional services network, bringing together independent accounting, audit, and advisory firms across Australia. Known for their high standards and relationship-led approach, they deliver tailored solutions to a broad client base.
Their clients include high-net-worth individuals, family groups, and not-for-profit organisations, with a strong focus on accuracy, quality, and long-term outcomes.
About the role
Working closely with a Partner, you’ll manage a varied workflow, maintain regular client contact, and coordinate both onshore and offshore support to ensure work is delivered accurately and efficiently. This role suits someone who enjoys ownership, organisation, and being relied upon within a high-performing team.
- Provide direct support to a Partner
- Manage client onboarding and system setup
- Prepare and process financial product applications (super, pensions, SMSFs, investments)
- Act as a key point of contact for clients, managing queries and building relationships
- Coordinate with a Team Assistant and offshore support team
- General admin support including document management, inbox coordination, and data entry
- Salary: $85-95K package
- CBD Location Short walk from Town Hall Station
- Previous experience in a financial services administration
- Strong understanding of financial services processes (SMSFs/trusts highly regarded)
- High attention to detail with a proactive, organised approach
- Confident communicator, comfortable liaising with clients
- Reliable, accountable, and takes pride in delivering high-quality work
- Strong Microsoft Office skills (Word, Excel, Outlook)
- Join a high-performing, collaborative team
- Exposure to complex, high-value client work
- A role where your contribution is valued and trusted
- Long-term career development and progression opportunities
- Flexible working and a supportive team culture
