Administration Officer – Wealth Management (Brisbane)

About the role

We are seeking an Administration Officer to join the adviser support team of a respected wealth management firm in Brisbane CBD. The role is ideal for someone who takes pride in keeping office operations running smoothly and enjoys supporting financial advisers with precise, timely administrative work.

Key responsibilities

• Provide day‑to‑day administrative support to a small team of advisers, including account opening, client documentation and trade processing.
• Manage correspondence and high‑volume phone calls, acting as a primary point of contact for clients and colleagues.
• Prepare Statements of Advice (SOAs), order notifications and FoFA renewal documentation.
• Liaise with third‑party providers and share registries to ensure accurate record‑keeping.
• Maintain workflow continuity during busy periods and adviser leave.

Required profile

• Genuine enthusiasm for administrative work and a commitment to high‑quality output.
• Warm, engaging communication style with the ability to build relationships.
• Highly organised, detail‑oriented and capable of juggling competing priorities.
• Experience in a fast‑paced office or professional services environment; financial services background is a plus.
• RG146 certification or willingness to obtain it is desirable.

Required skills

What we offer

• Full‑time permanent position based onsite in Brisbane CBD.
• Salary up to $75,000 per year plus superannuation and an annual performance bonus.