About the role

The role will provide administrative and client service support to the Wealth Architects financial planning team. Responsibilities will include assisting with day-to-day client administration, maintaining accurate client records, preparing documentation, and supporting the implementation of financial advice under the guidance of experienced team members.

Part-time hours are available, with the schedule open for discussion to accommodate the successful candidate.

Please note: This position is scheduled to commence in January 2027.

Key responsibilities

- Assist with day-to-day non-advice client queries under the guidance of advisers and senior team members

- Welcome and assist clients upon arrival at the office, providing a warm and professional first point of contact

- Contact clients to arrange and confirm appointments and obtain required information

- Maintain accurate client information within the CRM and other business systems

- Enter new client information and update existing records

- Assist with preparing client documentation, forms and correspondence

- Assist the team with implementation of approved client recommendations, including preparing applications and following up service providers

- Manage and respond to incoming calls to the office, ensuring enquiries are handled promptly and professionally





- Manage the receipt, distribution and dispatch of incoming and outgoing mail

- Participate in ongoing training across Wealth Architects' systems, processes and client service standards

About you

- Strong communication and interpersonal skills

- Friendly, qualified and comfortable communicating with clients and service providers

- A client-focused attitude and willingness to provide a high standard of service

- Good organisational skills and attention to detail

- Strong time-management skills and the ability to prioritise tasks

- Comfortable learning new systems and technology

- Willingness to learn financial planning and CRM software, including Xplan and MyProsperity

- Ability to handle confidential client information professionally and appropriately

- Working knowledge of Microsoft Word, Excel and Outlook

- Willingness to ask questions, take direction and learn from experienced team members

About us

Wealth Architects is a privately-owned boutique financial advisory practice with offices located throughout Australia. We are passionate about helping our clients get the most out of life and this is at the centre of everything we do. With decades of combined experience our approach is holistic, ethical and thorough.

📌 Client Services Assistant (Cairns)
🏢 Wealth Architects
📍 Cairns