Administration and Office Support

We are writing this ad because we are ready to hire an additional staff member to continue meeting the growing demand for our services and delivering quality financial planning outcomes to our clients.

What’s in it for you?

It is always difficult to find great people to join our team, and we know it is difficult for good candidates to find a job they love. In this role, you will work in a team where you are genuinely valued and where you will get the chance to put your strengths to work each day, which is why our culture is a big part of what makes this role attractive.

You will be part of a team where every employee feels like they are part of a family more than just ‘being at work’.

Your contribution will enable our advisers to operate more effectively, help grow the business, and provide better outcomes for our clients and their families.

Depending on your ultimate career goals (and you may not know these yet), there are many pathways in our business, and we can work with you to develop a career path within our organisation.

This is a full-time role, and you will be based in our Townsville office. The salary on offer will be based on qualifications and experience.

About Us

Altitude Wealth Management was founded over 17 years ago. It is a successful financial planning practice specialising in providing tailored strategic wealth advice services, including wealth management, asset protection, and retirement planning solutions to clients and their families.

We operate in Townsville and Ayr but serve clients throughout North Queensland.

About you

You must understand the power of listening and can balance big-picture views with the finer details. Someone who understands that the little things are the big things—attention to detail is paramount—is ideal.

You will work with the support team. The role is centred around providing support to our Client Service Officers, covering all tasks relating to the end-to-end administration of client accounts and general reception duties.

We think previous experience in Financial Planning, Banking, Accounting, Mortgage, and Insurance Broking would set you up for success, along with a love of ‘structure’ and following clear processes. You should also be the kind of person who is not afraid to ask questions and is more likely to double-check rather than make assumptions.

University Graduates (or those currently studying part-time and are available for full-time work) with relevant degrees seeking a career in Financial Planning are also encouraged to apply where they can demonstrate some administrative experience and meet the additional criteria below.

Key Accountabilities

Ensure processes are followed and deadlines are met within one's role, contribute to the team's achievement of deadlines, and assist other team members when required.

Actively contributing to the effective and efficient operation of Financial Planning team functions and cooperating with implementing changes to procedures by considering the decisions of the business owners.

Ability to maintain quality work during heavy workloads.

All key reception duties.

Demonstrate a strong work ethic.

Along with the above, the usual set of skills we are seeking would include:

Strong administration and customer service skills.

Outstanding attention to detail and time management skills.

Be able to take the initiative and take a problem-solving approach.

Effectively perform administrative tasks while working independently and as part of a team.

A minimum of 2 years of office administration experience is required

If you believe this is your role, we ask that you consider one more thing. To succeed in this role, you’ll need to be able to answer ‘yes’ to each of the statements below.

I am solution-oriented.

I am here to help. No task is too small

I am a positive person most of the time

I am dependable. If I say I’ll do something, I’ll do it

I am the kind of person who believes in paying it forward

How To Apply

What we are looking for in a successful candidate is attention to detail and someone who thoroughly reads and considers all information before taking action. We don’t want to hear from those who just hit the ‘apply now’ tab and send us their resume with a Cover letter that they use for every job they apply for. We want you to tell us why you are the perfect person for this role, what you will bring, and what resonates with you in the ‘what’s in it for you’ section.

Applications will close Monday, 30th June 2025, unless the position is filled beforehand.

If you prefer to discuss this role in confidence before deciding to apply, don't hesitate to get in touch with

Dennis Di Bartolo or Tariah Power on 07 4753 9999 or email [email protected]