Job Description

Client Services Officer and Administrative Assistant

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Client Services Officer / Administration Support

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ActOn Wealth | Full-time | Melbourne

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About ActOn Wealth

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ActOn Wealth is a well-established financial advice and lending business focused on helping clients make confident financial decisions and achieve meaningful long-term outcomes.

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We are a close-knit, supportive team that values genuine client relationships, high-quality work and people who take ownership of their role.

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About the Role

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We are looking for an organised and proactive Client Services Officer to support our financial advisers and help deliver a smooth, professional experience for our clients.

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The primary focus of the role will be client service and advice administration, with additional responsibility for general office and administrative support.

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Key Responsibilities

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- Supporting advisers with the preparation and implementation of financial advice
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- Managing client applications, forms and supporting documentation
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- Liaising with clients, super funds, investment platforms and insurance providers
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- Following up outstanding information and keeping clients updated
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- Updating client records, workflows and tasks within our CRM
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- Preparing correspondence,



reports and meeting documents
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- Booking appointments and assisting with adviser diary management
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- Answering incoming calls and assisting with general client enquiries
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- Providing broader administrative support across the business
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About You

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- Previous Client Services Officer, financial planning administration or professional services experience is preferred
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- Solid attention to detail and organisational skills
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- Confident communicating with clients by phone and email
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- Able to manage competing priorities and follow tasks through to completion
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- Comfortable using Microsoft Office and CRM systems
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- Positive, reliable and willing to support the wider team
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Experience within financial advice, superannuation, investments or insurance will be highly regarded, although training can be provided to the right person.

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What We Offer

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- A supportive and approachable team environment
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- Exposure to a broad range of financial advice work
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- Training and ongoing professional development
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- Opportunity to take on greater responsibility as the business grows
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- A role where your contribution to the client experience is genuinely valued
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📌 Client Services Officer and Administrative Assistant (Victoria)
🏢 ActOn Wealth
📍 Victoria