Client Services Administrator

About the role

A boutique financial planning practice in Canberra CBD is looking for a Client Services Administrator to provide administrative support to its financial planning team while delivering a professional and welcoming experience for clients. The role is office-based, full-time or part-time, with a closing date of 31 October 2027.

Key responsibilities

• Greet clients and assist with general enquiries
• Answer incoming phone calls and respond to emails
• Coordinate appointments and manage adviser calendars
• Prepare client documentation and correspondence
• Maintain and update client records and files
• Support the administration team with day-to-day office tasks

Required profile

• Experience in financial planning or accounting administration
• Professional presentation and client-focused approach
• Excellent communication and interpersonal skills
• Strong organisational skills and attention to detail
• Ability to work collaboratively within a small team
• Positive attitude and willingness to learn

What we offer

• Salary of $75,000 - $85,000 plus superannuation, based on experience
• Full training and ongoing career development
• Supportive, friendly and relaxed team culture
• Monthly team celebrations and social events
• Long-term career progression opportunities
• Canberra CBD location near public transport, with cafés and amenities within walking distance