We’re a small team looking to add to our office based team, are you a person who has a focus on support to clients then this role is for you. While we value enthusiasm, this role now prioritises applicants with prior admin experience (any industry). Financial services exposure is a bonus, not a must.
We are a client-first financial planning firm focused on clear advice, reliable execution and compliance excellence. We run modern processes (Microsoft 365, e-signing, cloud document control) and value people who take ownership and keep things moving.
The role

You’ll be the organiser who keeps our advisers and clients on track. Typical tasks include:

• Managing our Annual Fee-for-Advice renewals: scheduling, tracking, follow-ups and record-keeping
• Preparing review packs, file notes and templated client communications
• Coordinating DocuSign packs and platform uploads; maintaining accurate document/version control
• Calendar and meeting support; pre-meeting checklists and post-meeting actions
• CRM updates and task management (WorksSorted/Xplan )
• General office admin: inbox triage, data entry checks, scanning, reconciliations, and ad-hoc projects
• Admin support for the 2 active planners

About you

• Admin experience (essential) — professional services or finance is ideal, but not required
• Strong attention to detail and comfort working with templates and checklists
• Confident with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint/OneDrive)
• Clear written and verbal communication; courteous client manner
• Proactive, organised, and comfortable working to compliance processes and deadlines

What we offer

• Flexible hours (school-hours friendly options available)
• Supportive team, clear processes, on-the-job training
• A forward-thinking, systems-driven environment where good processes are valued

Job Type: Part-time
Pay: $28.00 – $40.00 per hour
Expected hours: 24 per week

Work Authorisation:

• Australia (Required)

Work Location: In perso

• Managing our Annual Fee-for-Advice renewals: scheduling, tracking, follow-ups and record-keeping
• Preparing review packs, file notes and templated client communications
• Coordinating DocuSign packs and platform uploads; maintaining accurate document/version control
• Calendar and meeting support; pre-meeting checklists and post-meeting actions
• CRM updates and task management (WorksSorted/Xplan )
• General office admin: inbox triage, data entry checks, scanning, reconciliations, and ad-hoc projects
• Admin support for the 2 active planner