My client, a highly regarded and award-winning Private Wealth Management firm based in North Sydney, is seeking an experienced and detail-oriented Client Services & Insurance Administrator. This is an outstanding opportunity for someone with a background in life insurance who’s looking to progress into private wealth — in a business that truly invests in its people and culture.

This is not your typical admin role. It offers exposure to high-net-worth clients, experienced advisers, and a supportive team environment where you’ll be empowered to grow your career within the broader financial services space.

The Opportunity:

In this role, you'll work closely with advisers and key stakeholders to ensure a seamless insurance experience for clients — from application through to claim and ongoing policy maintenance.

Key responsibilities include:

Managing the end-to-end insurance administration workflow, ensuring tasks are prioritised and handled with efficiency and care

Building strong relationships with insurers and underwriters to support the best possible outcomes for clients

Processing new insurance applications and claims, while keeping both advisers and clients regularly informed

Handling ongoing client policy administration — including updates, cancellations, pre-assessments, overdue premiums, changes to client details, and risk schedules

Reviewing and quality checking work produced by offshore administration teams to ensure service standards are upheld

Maintaining accurate and compliant records in Fin365

Ensuring service levels and response times are met across all client communications

Proactively identifying areas for process improvement and contributing to continuous operational enhancements

About You:

Experience in a support role from life insurance - either gained directly from a Life Insurer, or within a Risk Advice firm.

High attention to detail, strong organisational skills, and the ability to manage multiple priorities

Excellent communication skills with both internal and external stakeholders

A proactive and team-oriented mindset, with a genuine interest in progressing into the wealth management space

Experience with CRM or financial planning systems (e.g. Fin365 or Xplan) is advantageous but not essential.

Why This Role?

Join a high-performing, values-driven firm recognised as an Employer of Choice

Access long-term career pathways into Private Wealth, Client Management, Advice or Operations

Be based in a modern North Sydney office with great access to public transport

Work with a tight-knit, collaborative team in a firm that values its people as much as its clients

Enjoy variety, responsibility and real impact in a client-centric environment

If you're ready to move beyond traditional insurance admin and take a meaningful step into private wealth, this role offers the platform to do exactly that.

Apply now or reach out for a confidential discussion.