EARN $75,000 - $85,000 + Super | Based On Experience
Professional Development & Career Growth | 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 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 collaborative team setting, 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
Canberra CBD Location
Near Public Transport
Full-Time Role
With Immediate Start
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