This is a broad and varied role suited to someone who enjoys being the backbone of a busy office, supporting Advisers, assisting clients, and ensuring day-to-day operations run smoothly behind the scenes.
The Opportunity
Working within a collaborative and professional environment, you’ll support a team of Advisers across client services, administration, operations, and office coordination functions.
Including:
- Providing technical and administrative support to Advisers
- Assisting with client onboarding and account opening processes
- Preparing and supporting formal advice documentation, including Statements of Advice
- Managing client requests and assisting with client meetings
- Placing client orders when required
- Supporting the smooth day-to-day operations of the Brisbane office
- Coordinating administrative support between interstate offices
- Ensuring high levels of client service and attention to detail across all tasks
- Salary - Upto $110K package
- Some WFH available (hybrid after training)
You are an organised, proactive, and detail-oriented professional who enjoys working in a fast-paced financial services environment.
To be successful in this role, you will ideally have:
- Previous experience in a Client Services, Team Assistant, or Business Support role within financial services or wealth management
- Strong administrative and organisational skills
- Excellent verbal and written communication skills
- High attention to detail with the ability to multitask effectively
- A collaborative, team-first approach
- Strong analytical and problem-solving abilities
- Confidence working across systems and technology platforms
- A self-driven and proactive mindset
- Relevant qualifications in Commerce, Finance, or a related discipline will be highly regarded
- Opportunity to join a well-established and respected financial services business
- Supportive and collaborative team culture
- Broad and varied role with genuine exposure across wealth management operations
- Strong learning and development opportunities
