Perth

Banking & Financial Services

Full Time (Permanent)

Salary: Salary dependent on experience

- Modern office with onsite gym and additional perks

- Supportive and collaborative team culture

- Great benefits and competitive salary

Looking for a long-term career in wealth management administration? Support a successful Adviser and high-net-worth clients.

About Euroz Hartleys Limited and Entrust Wealth Management

Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as we evolve into a dedicated Private Wealth business. Our team of more than 55 Private Wealth Advisers brings deep experience, specialist expertise and a shared commitment to helping clients achieve their financial goals.

Entrust Wealth Management is a wholly owned subsidiary of Euroz Hartleys.

We are proud to be recognised as an employer of choice, having been named Employer of the Year at the 2024 Women in Wealth Awards, followed by a Highly Commended recognition in 2025 and finalist status again in 2026.

As we continue to grow and shape the future of Private Wealth, we invite you to be part of our journey. Join us.

The opportunity: Client Services Administrator An exciting opportunity exists for an experienced Client Services Administrator to support a leading Entrust Private Wealth Adviser working with a portfolio of high-net-worth clients. Operating within a wealth management model, this role offers the opportunity to build strong client relationships while providing high-quality administrative and operational support in a fast-paced and qualified environment.

As a Client Services Administrator you will undertake a range of duties including:

- Provide client account management,



including facilitating the onboarding of new clients and supporting ongoing relationship management.
- Create and maintain client profiles in Xplan, ensuring data is accurate, up to date, and comprehensive.
- Ensure ongoing fee arrangements are up to date and accurate.
- Collate portfolio information and facilitate the asset transfer process ensuring completion in a timely manner.
- Liaising with third party platforms to initiate rollovers, off market transfers, account creation and contribution data.
- Generate and provide monthly, quarterly, and tax reports to clients, ensuring accuracy and timeliness.

About you

Being able to bring your whole self to work is important to us. At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.

This position is ideally suited to an individual who is passionate about building a long-term career in client services and administration within the wealth management industry. We are seeking someone who enjoys being a trusted support professional, takes pride in delivering exceptional client outcomes, and is looking to further develop their expertise as a career Client Services Administrator. Please note that this role is not designed as a pathway to becoming an Adviser.

Instead, it offers the opportunity to establish a rewarding and valued career within a specialist client service and administration function.





To be successful in this role you will be able to display the following:

- Previous experience in a similar role.
- Experience within a Financial Planning or Private Wealth firm.
- Demonstrated experience in data entry, client record management and maintaining accurate client information. Previous experience with Xplan is highly desirable.
- Exposure to fast-paced work settings or roles with tight deadlines.
- Exceptional focus on accuracy and precision in all administrative duties ensuring compliance with regulatory requirements.
- Ability to thrive in a dynamic and high-pressure financial industry environment, quickly adapting to changing circumstances and new challenges as they arise.

What we can offer

- Beautifully appointed office in QV1
- Free onsite Gym, Tennis Courts and Basketball court
- Range of employee perks
- Discount health insurance with HBF
- Team environment
- Work life balance

Supporting a diverse workforce

We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our journey toward greater Diversity, Equity and Inclusion. We invite you to join us on this journey.

How to apply

If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.

All applications received will be treated with utmost confidentiality.

If you would like to discuss this opportunity further, please contact Gemma Crawford – Head of People and Culture on 08 9268 3049.

Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered

Date Posted: 22 Oct 2026

📌 Client Services Administrator (Perth)
🏢 Euroz Hartleys
📍 Perth