Support / Administration Officer Financial Planning

1 week ago


Hawthorn East, Australia ARETE Advisory Services Full time

We’re a small team looking to add to our office based team, are you a person who has a focus on support to clients then this role is for you. While we value enthusiasm, this role now prioritises applicants with prior admin experience (any industry). Financial services exposure is a bonus, not a must.

We are a client-first financial planning firm focused on clear advice, reliable execution and compliance excellence. We run modern processes (Microsoft 365, e-signing, cloud document control) and value people who take ownership and keep things moving.

The role

You’ll be the organiser who keeps our advisers and clients on track. Typical tasks include:

- Managing our Annual Fee-for-Advice renewals: scheduling, tracking, follow-ups and record-keeping
- Preparing review packs, file notes and templated client communications
- Coordinating DocuSign packs and platform uploads; maintaining accurate document/version control
- Calendar and meeting support; pre-meeting checklists and post-meeting actions
- CRM updates and task management (WorksSorted/Xplan )
- General office admin: inbox triage, data entry checks, scanning, reconciliations, and ad-hoc projects
- Admin support for the 2 active planners

About you
- Admin experience (essential) — professional services or finance is ideal, but not required
- Strong attention to detail and comfort working with templates and checklists
- Confident with Microsoft 365 (Outlook, Word, Excel, Teams, SharePoint/OneDrive)
- Clear written and verbal communication; courteous client manner
- Proactive, organised, and comfortable working to compliance processes and deadlines

What we offer
- Flexible hours (school-hours friendly options available)
- Supportive team, clear processes, on-the-job training
- A forward-thinking, systems-driven environment where good processes are valued

**Job Type**: Part-time

Pay: $28.00 - $40.00 per hour

Expected hours: 24 per week

Work Authorisation:

- Australia (required)

Work Location: In person



  • Hawthorn East, Australia Accru Melbourne Full time

    On the job training & mentoring - Exciting role combining administration, team and client support - Commence your career in administration **The Role** We have a fantastic opportunity for individual looking to commence a career in administration. Working alongside two other administrators you will provide admin support to our financial planning...

  • Accounts Officer

    1 week ago


    Hawthorn East, Australia O'Shea Plumbing Full time

    **Job Title**: Accounts Officer / Administration All-Rounder **Company**: Roof Resto **Location**: Hawthorn, Victoria **Employment Type**: Full-Time **Salary**: Competitive, commensurate with experience **About Us** Roof Resto is a trusted leader in roofing restoration services, recognised for quality workmanship and customer satisfaction. Based in...


  • Hawthorn, Australia Scope (Aust) Full time

    **About Scope** Scope’s purpose is to create meaningful opportunities for people with disability to belong and thrive. We support people with physical, intellectual and multiple disabilities and developmental delays to achieve their goals Scope is a registered provider under the NDIS and delivers a range of services including supported independent living,...


  • Hawthorn East, Australia Coles Supermarkets Full time

    We’ve been trusted to serve Aussie communities since 1914 and grown to become a top 30-listed on the ASX with 120,000 team members and a portfolio of iconic brands. At Coles Group, you’ll not only get to make a difference to millions of Aussie lives—you’ll also get to see your impact. **About the team**: Coles Property looks after one of...


  • Burwood East, Australia Country Fire Authority Full time

    Are you looking for a values-based, emergency service organisation that puts the community at the centre of everything we do? We are proud of the work we do in protecting lives and property, 24 hours a day, 7 days a week. With over 51,000 volunteers CFA strives to be an organisation of choice for volunteers and employees. We, embrace individuals with...


  • Hawthorn, Australia Scope (Aust) Full time

    **About Scope** Scope’s purpose is to create meaningful opportunities for people with disability to belong and thrive. We support people with physical, intellectual and multiple disabilities and developmental delays to achieve their goals Scope is a registered provider under the NDIS and delivers a range of services including supported independent living,...


  • Burpengary East, Australia GemLife Administration Pty Ltd Full time

    Ensuring that all the administration connected to the running of the resort is completed. - Join the GemLife family based out in Moreton Bay - Full time, permanent role in a great team **What we are Looking For!** We are looking for an **Administrator** to join the **GemLife** resort operations team. A hands-on role, where you will be liaising daily with...


  • Hawthorn East, Australia Coles Group Full time

    We've been trusted to serve Aussie communities since 1914 and grown to become a top 30-listed on the ASX with 120,000 team members and a portfolio of iconic brands. At Coles Group, you'll not only get to make a difference to millions of Aussie lives—you'll also get to see your impact. **About the team** Technology is the backbone of our business. Every...


  • Burwood East, Australia Ambulance Victoria Full time

    At Ambulance Victoria we are proud to share our commitment to save and improve lives by providing outstanding care for our patients. It is our promise to every patient and it sits at the heart of everything we do. No matter what corporate or support role you play in delivering our critical services to the Victorian public, you join a team dedicated to...


  • Hawthorn East, Australia Ascender Projects Full time

    Executive Assistant / Construction Administrator We are a growing residential building company in Melbourne, specialising in luxury residential builds. With a strong focus on craftsmanship and client satisfaction, we aim to deliver exceptional results. To continue this commitment and streamline our operations, we’re seeking a proactive, detail-oriented...