Client Services Associate / Administration AssistantStart 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 workplace 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 developmentCareer progression, mentoring and ongoing training opportunitiesAbove-award pay, team celebrations, a workplace that genuinely values your contributionLearn from experienced Financial Advisers and industry professionalsModern North Ward office with a great work-life balance and team environmentAbout UsSeed 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 RoleAs 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 ResponsibilitiesWelcoming and assisting clients both in person and over the phoneManaging appointments and diary schedulingPreparing client documents and correspondenceMaintaining accurate client records and databasesAssisting advisers with administration tasks during the advice processFollowing up information with product providers and institutionsData entry and document managementProcessing paperwork and tracking client requestsProviding general office and administrative supportHelping ensure our clients receive exceptional service at every interactionWe'd Love to Hear From You If You Are:Friendly, professional and approachableWell organised with strong attention to detailReliable and eager to learnA great communicator with a positive attitudeComfortable using computers and learning new systemsAble to work as part of a teamLooking for a long-term career opportunityPreferred (But Not Essential)Administration or office experienceCertificate III or IV in BusinessKnowledge of Microsoft Office (Outlook, Word and Excel)What We're Really Looking ForWe 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