Description

Permanent, full-time administration opportunity based in Toowong Your new company
A respected professional services organisation dedicated to delivering high-quality financial advice and client support. They are committed to helping individuals and families make informed financial decisions through personalised service, education and ongoing care. With a strong focus on integrity, compliance, and exceptional client experience, they offer a supportive team environment where high standards of service and professionalism are valued.
Your new role
You will support the Financial Advisers by providing efficient and accurate administrative assistance. You will play a key part in maintaining strong client relationships, managing enquiries, and ensuring a seamless experience throughout the advice and implementation process.

• Act as the first point of contact for existing client queries
• Maintain ongoing client relationships through professional, high-quality service
• Support the administration and implementation of financial advice
• Ensure all client communication meets compliance and regulatory standards
• Prepare, process, and maintain client documentation and records
• Provide general administrative support to advisers as required
• Assist with coordinating appointments, follow-ups, and client workflow tasks

What you'll need to succeed
To thrive in this role, you will bring a customer-focused mindset, strong organisational skills, and the ability to work collaboratively with Financial Advisers. You will also demonstrate professionalism, accuracy, and a commitment to delivering exceptional client service.

• Previous experience in administration, financial services, or professional client support
• Strong communication and relationship-building skills
• High attention to detail and a commitment to accuracy
• Ability to manage multiple tasks and prioritise effectively
• Understanding of compliance, confidentiality, and professional standards
• Confidence working with client records, documentation, and internal systems
• A proactive, positive, and team-oriented approach

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
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