Client Services Associate / Administration Assistant
Start your career with a team that invests in you.
Join Seed Wealth Australia, a growing financial planning business where you'll be part of a friendly, supportive, energetic team helping clients build brighter financial futures.
We're looking for a friendly, organised person who loves helping people and thrives in a team environment.
As part of our Client Services team, you'll be the welcoming face and voice of our business, supporting clients and advisers with administration, communication, and customer service.
No two days are the same, and you'll gain hands‐on experience in a professional environment where your ideas and contribution genuinely matter.
No financial planning experience is required.
We're looking for someone with the right attitude, strong attention to detail, and a genuine desire to help people.
We can teach the rest.
Why Join Seed Wealth?
Supportive team culture that values growth and development
Career progression, mentoring and ongoing training opportunities
Above-award pay, team celebrations, a workplace that genuinely values your contribution
Learn from experienced Financial Advisers and industry professionals
Modern North Ward office with a great work-life balance and team environment
About Us
Seed Wealth Australia is a locally owned financial planning business dedicated to helping families, professionals, business owners and retirees achieve their financial goals.
We pride ourselves on delivering exceptional service and building lasting relationships with our clients.
As a referral-based business, our reputation is built on trust, professionalism and genuine care for the people we work with.
About the Role
As a Client Services Associate & Administration Assistant,



you will play an important role in helping our advisers deliver outstanding client experiences.
You will work closely with our Financial Planners and support team to keep our client service process running smoothly.
Your Responsibilities
Welcoming and assisting clients both in person and over the phone
Managing appointments and diary scheduling
Preparing client documents and correspondence
Maintaining accurate client records and databases
Assisting advisers with administration tasks during the advice process
Following up information with product providers and institutions
Data entry and document management
Processing paperwork and tracking client requests
Providing general office and administrative support
Helping ensure our clients receive exceptional service at every interaction
We'd Love to Hear From You If You Are:
Friendly, professional and approachable
Well organised with strong attention to detail
Reliable and eager to learn
A outstanding communicator with a positive attitude
Comfortable using computers and learning new systems
Able to work as part of a team
Looking for a long-term career opportunity
Preferred (But Not Essential)
Administration or office experience
Certificate III or IV in Business
Knowledge of Microsoft Office (Outlook, Word and Excel)
What We're Really Looking For
We believe attitude and character are more important than experience.
If you're enthusiastic, willing to learn, enjoy helping people and want to be part of a great team, we'd love to hear from you.
Come Grow With Us!
At Seed Wealth Australia, we're passionate about helping people build successful futures, including our team members.
If you're looking for a supportive workplace where you can learn, grow and build a rewarding career, we'd love to meet you.
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📌 Client Services Associate / Administration Assistant (Townsville)
🏢 Seed Wealth Australia
📍 Townsville