This opportunity sits within a well-established and highly regarded financial services organisation offering services across wealth management, funds management, corporate advisory, trading, and research. Known for its collaborative culture and client-first approach. This is a broad and varied role suited to someone who enjoys being the backbone of a busy office, supporting Advisers, assisting clients, and ensuring day-to-day operations run smoothly behind the scenes. The Opportunity Working within a collaborative and professional environment, you'll support a team of Advisers across client services, administration, operations, and office coordination functions. This is a varied role that combines Client Services Administration with Office Management responsibilities, making it ideal for someone who enjoys being the go-to person within a smaller, close-knit office environment. Responsibilities include: Acting as the key Office Manager for the Brisbane office, ensuring the smooth day-to-day running of the business Providing technical and administrative support to Advisers Assisting with client onboarding and account opening processes Preparing and supporting formal advice documentation, including Statements of Advice (SOAs) Managing client requests and assisting with client meetings Placing client investment and transaction orders when required Coordinating office administration, facilities, supplier relationships, and general office operations Supporting communication and administrative coordination with interstate offices Building strong relationships with clients and delivering exceptional service at every touchpoint Maintaining accurate records and ensuring a high level of attention to detail across all tasks On- Site Role Salary package up to $110K About You You are an organised, proactive, and detail-oriented professional who enjoys working in a fast-paced financial services environment. To be successful in this role, you will ideally have: Previous experience in a Client Services, Team Assistant, or Business Support role within financial services, super, banking or wealth management Strong administrative and organisational skills Excellent verbal and written communication skills High attention to detail with the ability to multitask effectively A collaborative, team-first approach Strong analytical and problem-solving abilities Confidence working across systems and technology platforms A self-driven and proactive mindset Relevant qualifications in Commerce, Finance, or a related discipline will be highly regarded What's on Offer Opportunity to join a well-established and respected financial services business Supportive and collaborative team culture Broad and varied role with genuine exposure across wealth management operations Strong learning and development opportunities Apply now or reach out for a confidential discussion.
