EARN $75,000 - $85,000 + Super | Based On Experience Professional Development & Career Growth | Office-Based Role EARN $75,000 - $85,000 + Super | Based On Experience Join A Boutique Financial Planning Practice In Canberra Professional Development & Growth opportunities | Office-Based Role About The Company

Our 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 solid 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 collaborative team workplace, the practice offers genuine career development opportunities for someone looking to establish a long-term career in financial services. About The Opportunity

The 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 enquiries Answering incoming phone calls and responding to emails Coordinating appointments and managing adviser calendars Preparing client documentation and correspondence Maintaining and updating client records and files Supporting the administration team with day-to-day office tasks About You

The successful candidate will have: Experience in financial planning or accounting administration Professional presentation and client-focused approach Excellent communication and interpersonal skills Strong organisational skills and attention to detail Ability to work collaboratively within a small team Positive attitude with a willingness to learn What's in it for You?

Full Training & Ongoing Career Development Supportive, Friendly & Relaxed Team Culture Monthly Team Celebrations

& Social Events Long-Term Career Progression Opportunities Canberra CBD Location

Near Public Transport Cafés & Amenities Within Walking Distance Full-Time Role

With Immediate Start

📌 Client Services Administrator Canberra
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📍 Canberra