Position Description – Administrative Associate

Position Title: Administrative Associate
Location: Townsville, QLD
Employment Type: Full-time
Salary Range: $60,000 – $70,000 + Super

About Us

Capital Haus is a leader in private wealth management and financial advisory, renowned for our unwavering commitment to client success and sustainable growth. We pride ourselves on delivering exceptional client service and robust financial solutions, and we’re looking for an experienced administrative professional to support our dynamic team.

The role will be based in our Townsville office which is entering an exciting growth phase as we continue to grow and build our brand both in Australia and globally.

Position Purpose

The Administrative Associate role is responsible for providing administrative support to financial advisers and the client services team, ensuring the efficient day-to-day operation of the office. This role plays an integral part in maintaining accurate client records, supporting compliance requirements, and delivering a high standard of internal and external service.

We are seeking an individual that is confident in conducting varied administrative tasks with an excellent phone manner that places an importance on accuracy and timeliness whilst having the ability to prioritise workload and meet deadlines.

Key Responsibilities

Provide administrative support to advisers and the client services team.

Assist with client onboarding, including preparation of documentation and data entry.

Manage incoming calls, emails, and general correspondence.

Maintain accurate and up-to-date client records in CRM systems.

Prepare and collate documents for client meetings.

Monitor and manage office supplies and oversee general office maintenance.

Support compliance processes and record-keeping as required.

Assist with diary management and scheduling of internal and client meetings.

Coordinate travel bookings and manage expense claims.

Perform other ad hoc duties as required to support the team and office operations.

Key Skills and Attributes

Strong organisational and time management skills.

Excellent communication skills with a confident, professional phone manner.

High attention to detail and accuracy.

Positive, proactive attitude with a willingness to learn.

Ability to manage competing priorities.

Ability to work independently as well as collaboratively within a team.

Proficient in Microsoft Office (Word, Excel, Outlook).

Qualifications and Experience

Previous experience in an administration or an office support role.

An interest in financial services or wealth management would be highly regarded.

What We Offer

A supportive and inclusive workplace in our new Townsville office.

Rewarding work environment and excellent team culture.

Opportunities for professional growth within the financial planning and private wealth sector.

Competitive salary and benefits package.

Career progression with diverse career pathways as well as access to a variety of programs and initiatives to support your career.

How to Apply
Please submit your resume and a cover letter detailing your relevant experience and why you are the perfect fit for this exciting role at Capital Haus.