Permanent, full-time Client Service Administration role, Brisbane Riverfront location

Your new company

Our client is a well-regarded financial services firm located in the heart of Brisbane, committed to delivering high-quality investment and advisory services to its valued clients. Their culture promotes professionalism, collaboration, and a strong client-first ethos. As their business continues to grow, they're now seeking a dynamic and capable Administration Assistant / Client Service Associate to support both the Financial and Advisory team and the wider firm.

Your new role

As an integral member of the Brisbane team, this diverse and fast-paced role combines client service, office coordination, and broad administration support. This role will suit a self-starter with strong attention to detail, outstanding interpersonal skills, and a proactive approach to problem-solving.

Key responsibilities include:

• Provide high-level administrative support to Financial Planners/Advisers.
  
• Coordinate office duties, including reception, switchboard management, and visitor experience.
  
• Assist with the development and processing of financial advice documents and investment proposals.
  
• Ensure timely settlement of stock transfers and facilitate client fund movements.
  
• Prepare routine correspondence and liaise with third parties, such as accountants or Superfund administrators.
  
• Manage general office duties, including filing, archiving, travel bookings, document processing, and mail distribution.
  
• Maintain and stock office supplies, kitchen essentials, and promotional materials.
  
• Set up and coordinate meeting rooms for internal and client events.
  
• Maintain the reception area to a professional standard and monitor client needs during visits.
  

What you'll need to succeed

To be successful in this role, you will bring a professional and positive attitude, along with a strong commitment to client service and internal team support.

• Proven experience in administrative or client service support roles within financial services or professional services environments.
  
• Proficiency in Microsoft Office Suite and confidence in working with client databases and financial documents.
  
• High-level organisational skills with the ability to multitask across varied responsibilities.
  
• Excellent verbal and written communication skills.
  
• A warm, polished, and professional presence as the first point of contact at reception.
  
• Strong attention to detail and a proactive, hands-on approach to problem-solving and task ownership.
  
• Capacity to handle confidential information and work effectively under pressure.
  
• A team-focused attitude and willingness to assist across different departments when required.
  

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. The managing consultant is Kate Ferguson.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.