A well-established financial services firm is seeking an Office Coordinator to join their Canberra-based team. This is a hands-on role supporting advisers, clients and internal operations, ideal for someone with financial services administration experience who enjoys responsibility, client interaction and operational work. The position offers long-term development and a clear pathway into an Office Manager role. Key Responsibilities Act as a key point of contact between clients, advisers and internal teams Manage client enquiries via phone and email in a professional and timely manner Open, maintain and update client accounts across various asset classes and platforms, ensuring regulatory requirements are met Work daily with systems including IRESS, Agility and Praemium Monitor trade settlements, cash movements and outstanding balances Process client transactions including cash transfers and term deposits Coordinate client documentation such as changes to personal details, banking information and security holdings Assist advisers with client reports, research material, portfolio reviews and presentations Maintain accurate client records, databases and spreadsheets Liaise with IT to ensure office systems and technology run smoothly Prepare documentation relating to estates, trustee changes and stock transfers Support corporate actions including placements and new issues Assist with general office coordination and ad hoc administrative support About You Previous administration experience within financial services (highly regarded) Strong organisational and time-management skills Ability to work autonomously while contributing to a team environment Proactive approach with strong attention to detail Clear written and verbal communication skills Professional presentation and manner Strong Microsoft Office skills, particularly Excel What’s on Offer Join a respected firm within the financial services sector Varied role with genuine responsibility and client exposure Supportive and professional team culture Clear progression into an Office Manager role APPLY NOW!
