Located in one of the newest and most iconic buildings in the Perth CBD, we are a growing financial advisory practice seeking an experienced administration professional to join a energetic and friendly team. We are in a high growth phase and are looking for suitable candidates to learn and grow with us.

We have a predominantly sophisticated client base and are only interested in candidates who are looking for a long-term engagement to further their career.

This position will be working closely alongside a Director/Senior Financial Adviser.

You must be highly organised and meticulous by nature. Above all, you need to display care and pride in what you do.

Duties include but are not limited to:

· Assist Family Office Service Team with organisational and client requirements, including, but not limited to:

o Preparing reports and requirements for meetings

o Liaising with associated providers such as accountants and lawyers

o Attending to client requests, including bill payments

o Attending to client lifestyle management services, including concierge services and real estate management.

· Assist Practice Manager with office management tasks including, but not limited to:

o Office and staff event planning organisation and bookings

o Property and equipment organisation and maintenance

o Office supplies and services management

o Assist with Shared Office Duties, including meeting rooms, client enquiries, kitchen, mail and phone requirements as needed.

· Client Service Officer Tasks including, but not limited to:

o Prepare and lodge product applications, annual fees and engagement documents

o Administration support to the financial adviser/s and team, including due diligence and client fact finding

o Compile and implement tasks from advice documents

o Client database updates





o Day to day management of the client base and assisting with scheduling reviews

o Co-ordinate with internal team and external service providers

· Assist in the development of workflow/processes as required

· Assisting with maintenance and customisation of document templates

Candidate requirements:

· Excellent written and verbal communication skills

· Exceptional customer service skills

· Highly organised and procedure-driven

· Ability to prioritise workflow and show initiative in a fast-paced environment

· Strong attention to detail and accuracy

· Professional demeanour, enthusiastic and hard working

· Experience within a Financial Planning environment is preferred but not essential

· Proficiency in Outlook, Word and Excel

· Xplan experience is preferred but not essential

· A positive attitude, a desire to learn and help improve people's lives is essential

This role is offered on a full-time basis, however, part-time will be considered for the right applicant.

Benefits

· This role provides a real opportunity to progress and develop your career.

· A competitive remuneration package.

· Flexible work arrangements are available.

· Friendly, supportive working environment

· Public transport in close proximity to the office

About our business

Partnership Wealth is a successful, Financial Advice firm centrally located in the Perth CBD, providing tailored, trusted and objective advice to a select group of ultra-high-net-worth families. We offer a supportive team environment where your contribution is acknowledged. We provide a highly personalised service with tailored wealth management solutions for our clients, requiring a dedicated team of financial services professionals to support them, and grow our business.

The successful candidate will be provided with training and career opportunities, an excellent salary package and a friendly working environment.

📌 Family Office Support Manager (Perth)
🏢 Partnership Wealth
📍 Perth