Sage Wealth Management – St Leonards Park NSW

As a Client Services Officer, you will sit at the core of our advisory and client services function, supporting advisers with the operational and administrative work that underpins high-quality advice and client outcomes. You will gain exposure to financial documentation, advice preparation, tax-related workflows and ongoing client servicing across a diverse client base. The role requires accuracy, discretion and the ability to manage multiple work streams.

Key responsibilities

- 5 days a week in the office in St Leonards
- Administrative support through all areas of the financial advice process
- Work closely with our clients to ensure the advice process is clear and productive
- Maintenance of client records within client folders and via our CRM – Adviser Logic
- Maintenance of client portfolio records via software provider Praemium
- Ongoing administration of our client's personal insurances
- Implementation of advice including preparation and tracking of tasks
- Lodgement and follow up of both new applications and relationship maintenance with third party providers




- Assisting clients with their queries via phone and email
- Willingness to take on new tasks and support Sage Wealth to deliver excellent customer service

About you

- Experience in a financial planning client service or financial adviser support role is preferred
- Excellent attention to detail
- Strong communication skills and ability to build rapport with both clients and professionals
- Motivated and enthusiastic employee who shows initiativeWork effectively in a team environment
- Comfortable managing priorities in an environment with competing demands and deadlines
- Australian permanent resident status is required for this position

About us

Sage Wealth Management is a growing wealth advice practice, located directly above the train station in St Leonards, offering highly personalised, quality financial advice to our HNW clients.

On the job training and support

A challenging and varied role

Flexibility around annual leave requirements in school holidays etc

#J-18808-Ljbffr

📌 Client Services Administrator Financial Planning Team (New South Wales)
🏢 Sage Wealth Management
📍 New South Wales