EARN $75,000 - $85,000 + Super | Based On ExperienceProfessional Development & Career Growth | Office-Based RoleEARN $75,000 - $85,000 + Super | Based On ExperienceJoin A Boutique Financial Planning Practice In CanberraProfessional Development & Career Growth | Office-Based RoleAbout The CompanyOur client is a boutique financial planning practice based in Canberra CBD, dedicated to helping individuals and families build, protect, and grow their wealth.
With a strong reputation for personalised advice and exceptional client service, the business prides itself on building long-term relationships and delivering tailored financial solutions.Operating within a supportive and cooperative team environment, the practice offers genuine career development opportunities for someone looking to establish a long-term career in financial services.About The OpportunityThe primary purpose of this position is to provide administrative support to the financial planning team while delivering a professional and welcoming experience for clients.Some of your responsibilities will include:Greeting clients and assisting with general enquiriesAnswering incoming phone calls and responding to emailsCoordinating appointments and managing adviser calendarsPreparing client documentation and correspondenceMaintaining and updating client records and filesSupporting the administration team with day-to-day office tasksAbout YouThe successful candidate will have:Experience in financial planning or accounting administrationProfessional presentation and client-focused approachExcellent communication and interpersonal skillsStrong organisational skills and attention to detailAbility to work collaboratively within a small teamPositive attitude with a willingness to learnWhat's in it for You?
Full Training & Ongoing Career DevelopmentSupportive, Friendly & Relaxed Team CultureMonthly Team Celebrations & Social EventsLong-Term Career Progression OpportunitiesCanberra CBD Location Near Public TransportCafés & Amenities Within Walking DistanceFull-Time Role With Immediate Start
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📌 Client Services Administrator (Canberra)
🏢 RecruitShop
📍 Canberra