The Business

This national financial planning firm specialises in advising Ultra High Net Worth clients, supporting intergenerational wealth strategies and managing charitable funds. Known for its discretion, integrity and professionalism, the business fosters a collaborative and supportive culture where client outcomes and excellence are at the centre of everything.

The Opportunity

An opportunity exists for a Client Services Manager / Executive Assistant to join a small, high-performing team supporting one of the firm’s most senior Advisors. This is a varied role combining client service and operational support with EA responsibilities. It offers the chance to work closely with sophisticated clients while playing a key role in ensuring the Advisor is supported to deliver exceptional outcomes.

Key Responsibilities

Manage and maintain client data with accuracy and attention to detail

Prepare client reports, review packs and meeting documentation

Assist with financial planning projects and the preparation of technical material

Implement new applications including switches, redemptions, share transfers and transactions

Liaise with fund managers, insurance companies, registries and clients to resolve queries efficiently

Support and strengthen client relationships through proactive service and follow-up

Provide EA support including diary management, travel and accommodation bookings and coordination of client events and functions

Ensure all information and financial records are handled with the highest level of confidentiality

What We Are Looking For

Strong client focus with excellent written and verbal communication skills

Exceptional organisational skills with the ability to manage multiple priorities

High attention to detail and accuracy

Initiative, adaptability, and a positive team mindset

Professionalism, discretion, and a commitment to high ethical standards

Qualifications & Experience

Previous experience in a client services or EA role within financial planning

Proficiency in MS Word, Excel and Outlook

Solid understanding of financial planning and investment management processes

What’s on Offer

A diverse role combining client service and executive support

Ongoing training and career development opportunities

Attractive salary with annual reviews and bonus potential

A supportive, professional and collaborative team environment

The opportunity to make a meaningful impact in a highly respected business

Genuine flexibility

For more information, please contact:

Kiera Brown

Director

[email protected]

0409 598 111