The Opportunity
At SA Wealth Group, we help professionals, business owners and families build, protect and grow their wealth through integrated financial planning, lending, accounting, tax and property solutions.
Named Australia's Best Large Non-Franchise Firm, we are a high growth, values driven business redefining the client experience while building an exceptional place to work.
Our people are ambitious, collaborative and committed to delivering outcomes that genuinely improve our clients' financial wellbeing.
This is a varied, high trust role for an organised and proactive professional who enjoys being at the centre of a busy office.
You will create a strong first impression for clients, keep daily operations running smoothly and provide practical support across the functions.
What You'll Do
· Welcome clients and visitors and create a professional first impression.
· Manage reception, incoming calls, enquiries, meeting rooms, mail and deliveries.
· Coordinate day to day office operations, supplies, equipment and service providers.
· Provide business wide administration, including scheduling meetings, preparing correspondence and maintaining accurate records.
· Support team meetings, events, onboarding activities and internal business initiatives.
· Assist the CFO with ad hoc financial administration, reporting support and record maintenance.
· Support bookkeeping and payroll processes as required.
· Handle sensitive financial, employee and client information with discretion and confidentiality.
· Contribute ideas that improve office processes, operational efficiency and client experience.
What You'll Bring
· Experience in office administration,



reception, business support or coordination, ideally within professional or financial services.
· A polished, friendly and professional manner with a genuine passion for service.
· Strong organisational and time management skills, with the ability to move confidently between competing priorities.
· Excellent written and verbal communication and a calm, solutions-focused approach.
· Proficiency in Microsoft Office, including Outlook, Word and Excel.
· Confidence working with numbers, reconciliations and detailed records.
· Bookkeeping, payroll, accounts administration or property support experience is highly regarded.
· Strong attention to detail, sound judgement and a high level of confidentiality.
· A positive, adaptable and proactive attitude, with the ability to work independently and collaboratively.
Why You'll Love Working Here:
Variety every day:
Work across client experience, office operation and finance support.
Broad industry exposure:
Learn from specialists across financial planning, lending, accounting & tax.
Growth opportunities:
Build a long-term career with training, mentoring and practical development opportunities.
Supportive culture:
Join a close-knit, high-performing team that values initiative, accountability and success.
Visible impact:
Play a central role in how our office operates and how clients experience SA Wealth Group.
For a confidential discussion contact Grega on ********** or ******
Apply today and become part of the SA Wealth Group story!
We are managing this recruitment directly.
No agencies, outsourcing providers or overseas applicants, please.

📌 Business Support Coordinator (South Australia)
🏢 SA Wealth Group
📍 South Australia