About the business

As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate.

About The Role:

Working in our offices in Deakin one day a week (preferably Wednesdays), as part of our close knit team of Client Service Officers, your duties will be varied and will include, but are not limited to:

being the primary point of contact for the office, including face-to-face, via telephone and e-mail;

liaising and coordinating with clients and members of our team;

general and ad-hoc administrative duties; and

being a proactive, motivated, engaged member of our team.

About The Right Person:
Skills and Experience:

We will provide training, so previous experience in a Financial Planning firm or professional services is not essential. In return we are seeking someone who is well presented and articulate, with a professional “can-do” attitude and appearance, who is pro-active, friendly and outcome-focused.

Key Criteria:

Administrative and coordination skills, with strong attention to detail and the ability to apply this experience in a practical sense;

Effective and articulate written, verbal and interpersonal communication skills;

Able to manage all client and team interactions in a professional manner;

Proficient computer skills, particularly Outlook, the Microsoft Office package and an ability to learn to effectively maintain our in-house databases;

The ability to be a team player, who can work well both autonomously and within a team environment and who can work effectively in an interactive, customer-focused environment;

A strong customer (internal and external) orientation, aware of and responsive to customer needs;

Work-space pride and attention to detail;

Will be punctual, reliable, efficient and courteous at all times.

How to apply:

Please note: only successful candidates who meet the position criteria and requirements and who provide a tailored cover letter, will be contacted.

If you possess the desired characteristics and this role appeals to you, please apply now, by:

attaching your Curriculum Vitae; and

a tailored covering letter, addressing the key criteria and why you believe you could excel in this role.

This office-based position is available until early January 2026, for the right candidate. We thank you for your application.