Contract & Project Administration

**About the Role**
We are seeking an organised and proactive **Operations & Client Services Coordinator** to join our Brighton-based team. This role supports the smooth delivery of our financial planning services, ensuring a high level of client satisfaction while helping the business operate efficiently and compliantly. You will work closely with advisors, paraplanners, and business leaders to manage contracts, processes, and service agreements — all within a dynamic and values-driven environment.

**Key Responsibilities**
- Assist in the preparation, review, and maintenance of client service agreements, engagement letters, and internal planning documents.
- Act as a point of contact for client service queries and coordinate resolution of issues related to contracts or ongoing planning work.
- Maintain accurate documentation and support administrative processes across financial planning and business operations.
- Collaborate across the business with advisors, support staff, and external providers to help achieve service excellence and strategic goals.
- Provide operational support to senior leadership, contributing to decision implementation and business planning.
- Monitor vendor relationships and third-party service providers, reporting any changes or performance issues.
- Prepare and review reports, summaries, and updates on the firm’s planning and operational activities.
- Analyse project and planning data to track progress and identify improvements.
- Support logístical and administrative planning related to office space needs and business growth.
- Assist in negotiating and maintaining terms with internal teams and external service providers.
- Ensure existing contracts remain current, accurate, and compliant with evolving business needs.
- Identify and communicate any contractual risks or concerns to management as needed.
- Stay informed about changes in financial services regulation and liaise with legal and compliance professionals when required.
- Help explain and clarify contract terms for internal teams and support their adherence to processes and compliance standards.
- Build strong working relationships with clients, partners, and vendors to ensure value delivery and reduce operational risk.

**What We’re Looking For**
- Experience in similar operations, client service, or administrative coordination role — ideally within financial services.
- Strong organisational skills and attention to detail, with the ability to manage multiple priorities.
- Clear and professional communication skills, both written and verbal.
- A collaborative and proactive approach, with a focus on client care and service quality.
- Knowledge of financial planning, compliance, or professional services contracts is a plus.
- Confidence working with internal systems, Microsoft Office, and CRM tools.

**Minimum Requirements**
- The successful applicant will have a minimum of three years experience, with contract/project administration experience.
- Diploma of project management and adv dip of program mgt.

**What We Offer**
- The opportunity to work with an established and respected financial planning business in the heart of Brighton.
- A collaborative and friendly team environment with long-tenured professionals.
- A client base of high net worth individuals offering rewarding and meaningful work.
- Competitive salary and benefits package.
- Career development support and ongoing training opportunities.

**Job summary**Join our Brighton team supporting high net worth clients with smooth, high-quality financial planning and operations.

Pay: $65,000.00 - $80,000.00 per year

Schedule:

- 8 hour shift

Work Authorisation:

- Australia (preferred)

Work Location: In person