Company

Step into a leading financial advisory firm renowned for its precision, integrity, and commitment to excellence. Consistently ranked among the AFR’s top performers, this is a workplace where quality is non-negotiable and client experience is paramount.

Here, you'll play a key role in supporting a sophisticated, high-net-worth clientele within a culture that celebrates initiative, nurtures growth, and rewards detail-driven excellence. Backed by a strong leadership team and surrounded by professionals who value collaboration, you'll have the opportunity to refine your skillset and build meaningful professional relationships that stand the test of time.

Position

In this pivotal role, you’ll be at the centre of the firm's operational engine, working closely with Directors, Senior Management, and an exclusive client base. This is a position where relationships aren’t just important—they are everything.

Key responsibilities include:

• Providing high-level administrative support across teams while championing a premium client experience.
• Liaising with the Australian Taxation Office (ATO) and the Australian Securities and Investments Commission (ASIC) with professionalism and accuracy.
• Managing daily correspondence, scheduling, and workflow with clarity, empathy, and efficiency.
• Maintaining and updating client records, ensuring accuracy and discretion at every step.
• Playing an active role in team projects and firm-wide events, bringing a thoughtful, solutions-focused approach.
• Supporting continuous improvement initiatives, with a mindset geared toward operational excellence and innovation.

Candidate

We’re looking for someone who brings both capability and presence to the role—someone who understands the importance of relationships and the impact of thoughtful support.

To be successful, you will demonstrate:

• Experience in a financial services or public practice accounting environment (required to be considered).
• A proven track record of building trust and maintaining strong professional relationships.
• Exceptional written and verbal communication skills.
• A meticulous attention to detail and a high personal standard of output.
• Strong organisational and problem-solving capabilities.
• A collaborative approach and a natural ability to contribute to a positive team culture.
• A genuine interest in professional development—your own and that of others.

To Apply

Please use the Quick Apply button to submit your application.
Alternatively, feel free to contact our reception team on 1300 720 832, or reach out directly to Tristan on 0485 952 437. All enquiries will be handled with complete confidentiality, and no personal details will be shared without your express permission.