We’re on a serious growth run, and it’s an exciting time to join us. Ranked Top 15 in the Australian Financial Review and as part of the HLB International network the 8th largest network in the world, we’re seeing strong client demand and real momentum across the business. With a clear growth strategy in place, we’re expanding our team to build the capability and capacity needed for the next phase of our journey. With more than 50 years’ experience, our Wealth Management team supports individuals and families to build, manage and protect their financial future with confidence. Our clients stay with us because we care about their success as much as they do. We’re also proud to be recognised as Winner – Best Accounting & Consulting Services Firm (revenue $100–$300 million) at the 2026 Client Choice Awards. The opportunity We’re looking for an Operations Administrator to join our Wealth Management team. This is a hands-on role supporting the Practice Manager & Client Services Manager across client administration, implementation and AFSL compliance — helping ensure our clients receive a seamless, high-quality experience. In this role, you will: Assist with client implementation and portfolio support, including investment transactions, asset transfers, rollovers and application processes Provide compliance and AFSL support by preparing and managing key compliance documents including file reviews, reporting and staying across regulatory updates. Maintain accurate client records in Xplan while managing onboarding, platform setup, and documentation workflows, and supporting withdrawals, payments and superannuation contributions Manage the day-to-day client and stakeholder queries in professional and timely manner Provide general administration support to the wider team About you You’re someone who enjoys working in a collaborative, professional environment and takes pride in delivering quality outcomes. You’ll bring: 3 years’ experience in wealth management, financial planning or advice operations Experience supporting compliance requirements (AFSL exposure highly regarded) Strong organisational skills and attention to detail Clear and professional communication skills A collaborative, team-focused mindset Systems experience with Xplan and DocuSign is highly regarded. Why join us Be part of a collaborative, high-performing Wealth team Supportive leaders and clear development opportunities Exposure to a broad range of clients and work A culture that values relationships, growth and doing meaningful work Ready to take the next step? If you’re looking to build your career with a firm that values people, supports development and offers real opportunity, we’d love to hear from you apply now. Please note: a National Police Check is required as part of our reference checking process. Apply now
