Job Description

Adviser Assistant / Client Services Officer - Career Opportunity

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International Search Partners – Canberra ACT

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A great career opportunity is available for an experienced Client Services Officer or Adviser Assistant within a leading Financial Planning practice located in Canberra. As a growing practice, the team are focused on delivering a qualified and tailored service to their clients. The position will provide you with the opportunity to learn and develop your skills within a professional environment, supporting the Advisers whilst assisting clients in person, email and telephone.

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In this role, you will:

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Support the Senior Adviser to ensure the delivery of advice is met within required deadlines.

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Prepare meeting documentation and reports for client meetings

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Assist in maintaining client data and records

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Prepare applications and assist with the implementation of advice

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Liaise with clients to assist with their inquiries.

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Display a high level of attention to detail in the preparation of all work.

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Communicate effectively with Advisors, clients, and the team

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Preparation of RoA document.

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The ideal applicant will have:

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Previous experience within a similar position ideally within Financial Planning or Financial Services, managing administrative tasks accurately with high attention to detail.

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A solid work ethic, reliable and able to work autonomously.

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Working knowledge of Microsoft Office.

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Excellent communication and people skills

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The ability to prioritize and meet deadlines

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Willingness to learn and be part of a excellent team culture.

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If you are a self-motivated individual with initiative and admin experience, we would like to hear from you. This position will provide a long-term career path within a successful practice. Income is flexible and dependent upon experience.

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📌 Adviser Assistant / Client Services Officer - Career Opportunity (Canberra)
🏢 International Search Partners
📍 Canberra