Aboriginal and Torres Strait Islander people are strongly encouraged to apply.

Indigenous Wealth is a 100% Indigenous-owned consultancy dedicated to helping Aboriginal and Torres Strait Islander people build lasting financial success through property investment, financial services, and education. We are growing fast, and our operations are expanding to match our ambition.

We are a close-knit, high-performing team working toward a shared mission: to create a cycle of generational wealth for Aboriginal and Torres Strait Islander people across Australia.

The Opportunity

The Client Engagement Coordinator (Appointment Setter) is a critical operational role at the front of the Indigenous Wealth client journey. You will be the first point of contact for prospective clients, responsible for qualifying inbound and outbound leads, booking them into meetings with our Relationship Managers, and keeping our CRM pipeline accurate and well-managed.

This role requires strong communication skills, high attention to detail, and the ability to work at pace in a growing business. If you are organised, people-oriented, and energised by working toward a meaningful mission, this role is for you.

What You Will Do

Lead Contact and Education

Execute outbound contact campaigns to prospect lists via phone, email, and SMS

Respond to inbound enquiries across web, phone, and social channels within agreed service levels

Deliver initial education on Indigenous Wealth services and property investment to prospective clients

Log all contact attempts and outcomes in HubSpot

Lead Qualification

Apply consistent qualification criteria to assess prospect readiness, financial position, and investment intent

Score and prioritise leads based on readiness, budget,



and seriousness

Prepare clear qualification summaries for Relationship Manager handover

Maintain a pipeline of near-qualified prospects and manage re-engagement timing

Appointment Management

Book qualified prospects into Relationship Manager calendars and manage availability

Send meeting confirmations and automated reminders via HubSpot

Track show and no-show rates, and follow up with no-shows to rebook

Relay Relationship Manager feedback on lead quality to continuously improve qualification

CRM and Pipeline Operations

Maintain clean, complete, and accurate records across all prospect interactions in HubSpot

Monitor pipeline stages and flag stalled leads for re-engagement

Track lead source attribution and contribute to conversion reporting

Support workflow and automation improvements to increase operational efficiency

About You

Passion for, and connection to, the Aboriginal and Torres Strait Islander community

Experience or background in finance (essential)

Strong verbal and written communication skills, with confidence on the phone

High attention to detail and commitment to data accuracy

Comfortable working with CRM systems

Able to manage a busy workload, prioritise effectively, and meet service levels

A positive, professional manner and genuine desire to help people

Able to work outside normal working hours if required

Full time and part-time positions available

What You Will Gain

A structured onboarding experience and clear role expectations from day one

A front-row seat in a fast-growing, mission-driven advisory business

Exposure to property investment, financial services, and business operations

Base pay + super on top + commission and bonus opportunities

#J-18808-Ljbffr

📌 Client Engagement Coordinator (Sydney)
🏢 Indigenous Wealth
📍 Sydney