- $80k - $100k + Super
- Northwest + Hills District
- Progressive Multi-disciplinary Practice | Social Environment | Outstanding Flexibility

Join a Growing, Multi-Disciplinary Professional Services Firm! Established in the early 1980s, this highly regarded professional services firm has evolved from a boutique financial planning practice into a truly integrated business, bringing together financial planning, accounting, and succession and estate planning expertise under one roof. With a strong focus on long-term client relationships, the team takes the time to genuinely understand its clients and deliver tailored advice across their personal and business needs. The firm has continued to grow through strategic development, investment in its people, and the addition of experienced professionals to its leadership team.

An exciting opportunity is now available for a Client Service Officer / Executive Assistant to join the team and work closely with the Advisers and Executive team. This is a varied and highly client-focused role where no two days will look the same. You will be trusted to take ownership of key administrative processes, build strong relationships with clients and advisers, and play an important role in keeping the practice running smoothly.

You will gain exposure to a broad range of work across financial planning, accounting, and succession and estate planning, making this an excellent opportunity for someone looking to broaden their experience and build a long-term career within professional services.





In this role, some of your key responsibilities would include:

- Managing Advisers' diaries, appointments, and inboxes, keeping priorities organised and ensuring the team is well prepared
- Preparing meeting agendas, client review packs, correspondence, and other documentation ahead of client appointments
- Acting as a key point of contact for clients and building strong, professional relationships
- Coordinating client queries, documentation requests, and follow-ups from start to finish
- Preparing and processing new business applications and assisting with the implementation of advice
- Supporting Advisers with Statements of Advice (SOAs) and compliance documentation
- Liaising with platforms, fund managers, and other third parties on behalf of clients and Advisers
- Providing broader administrative and executive support to the Advisory and Executive team

To succeed in this outstanding opportunity, you will:
- Have a minimum of 2-3 years’ experience in financial planning firm
- Exposure to Xplan, MYOB, Fin365, Hub24, Xero, Class, XPM, FYI Docs is beneficial
- Demonstrate excellent communication and interpersonal skills
- Be proactive and driven to provide excellent client service
- Keen to learn and get involved in a collaborative environment

To apply for this role, please email your resume to [email protected] quoting reference AFB181113 or for additional information phone Amelia Barber on (02) 0400 782 957.

📌 Client Service Officer/EA - North West Location with Onsite Parking! (Western Australia)
🏢 Lawson Elliott Recruitment
📍 Western Australia