About usPotts Duhring Financial Advisors is a respected financial advisory firm committed to providing expert guidance and personalised service to our clients.
We pride ourselves on our professional approach, attention to detail, and dedication to helping individuals and families achieve their financial goals.
Our team works collaboratively to deliver comprehensive financial solutions in a supportive and professional environment.About the roleWe are seeking an Administration Assistant / Client Services Officer to join our team at our Glenelg office on a full-time basis.
This is a key administrative position that will support the smooth operation of our office and enhance the experience of our clients.
You will be the first point of contact for many of our clients and will play an important role in maintaining the professional standards and efficient workflows that our business depends upon.
This role offers the opportunity to work within a financial services environment whilst developing valuable administrative and customer service skills.Key responsibilitiesGreeting and welcoming clients to the office with a professional and friendly mannerAnswering and directing telephone enquiries to the appropriate team memberManaging and scheduling client appointments using our booking systemsProcessing and organising client documentation, ensuring information is accurately recorded and filedMaintaining databases and client records with attention to confidentiality and data protection requirementsPreparing client reports, correspondence and other administrative documentsHandling general office administration including mail,



supplies and equipment managementSupporting the financial advisor team with meeting preparation and follow-up tasksManaging office calendars and coordinating team schedulesAssisting with client onboarding processes and ensuring required documentation is completeProviding general administrative support to ensure the office operates efficientlyWhat we're looking forProven experience in an administrative or client services role, ideally in a professional services environmentExcellent organisational and time management skills with the ability to prioritise multiple tasksStrong communication skills, both written and verbal, with a qualified manner suitable for client interactionProficiency with office computer systems and software, including Microsoft Office applications and email managementAttention to detail and accuracy in record-keeping and documentationA friendly and welcoming demeanour with strong interpersonal skillsAbility to work independently and as part of a team in a busy office environmentUnderstanding of confidentiality and professional discretion, particularly regarding client informationFlexibility and willingness to support various office functions as requiredFamiliarity with financial services or accounting practices is advantageous but not essentialWhat we offerWe offer a competitive salary package commensurate with experience.
Working at Potts Duhring Financial Advisors provides the opportunity to develop your administrative and client service skills within a respected financial services firm.
You will work with a professional and supportive team in a Glenelg location, which benefits from excellent local amenities.
We are committed to fostering a positive workplace culture where team members feel valued and supported in their roles.
We encourage a professional approach to work and are happy to discuss flexible arrangements that may suit your circumstances.
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📌 Administration Assistant / Client Services Officer (Adelaide)
🏢 Potts Duhring Financial Advisors
📍 Adelaide