Client Services Administrator Wealth Management

About Us

We are a leading private client advisory firm with 30 years' experience working with SMEs and high net wealth individuals ranging from start-up founders through to established businesses.

You will be an integral part of an AFR top 50 firm with numerous awards for our innovative and integrated accounting and financial planning services.

The purpose of our company is to make a positive difference to our clients' financial outcomes. To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients' financial journey.

Rather than the traditional professional firms where the professionals spend their careers working crazy hard in environments that don't support them properly – we aspire to be the place where professionals can spend time outside the office on their interests, while still helping clients solve challenging issues, and being supported by modern tech, systems and aspiring people, in an environment that supports flexibility and individualised career plans – where you can progress at your desired pace, working on clients and projects you enjoy.

The opportunity

We are growing; and are looking for a Client Services superstar to support one of our awesome Senior Advisers in our Erina office – someone who is passionate and wants to grow with us, personally and professionally.

The Client Services Administrator will support the advisers in the provision of advice and ongoing services to new and existing clients.  

Who are you?

The people who join Altus want it all – they aspire to do challenging work, look after a great client portfolio, spend time with their equally aspiring workmates, while working to outcomes in a flexible and supportive environment that supports both their work and personal goals. So, we create the environment for them – doing professional services differently.

About the Role  

We are looking for a bright and enthusiastic Client Services Administrator. This entry-level role is a fantastic opportunity to learn and develop your skills relevant to the financial advice industry while supporting a Financial Adviser in delivering an exceptional client experience.

Main Duties:

• Prepare and format client-facing documents; reports / presentation packs; and application forms, with exceptional attention to detail.
• Prepare agendas; take meeting notes; and follow up on action items.
• Coordinate client review meetings and assist with workflow tracking to ensure efficient delivery of advice obligations within contracted time frames.
• Liaise with clients via phone and email with professionalism and warmth.
• Maintenance of client databases with a high degree of accuracy.
• Liaise with external product providers to gather information; update client portfolios; and for ongoing administrative requirements.  
• Accurate and efficient implementation of recommendations with a strong focus on attention to detail and accuracy.

Desired Skills / Experience:

• Impeccable attention to detail and pride in high-quality work.
• Clear and confident communication, both written and verbal.
• Ability to problem solve and use initiative.  
• Ability to manage time effectively and meet deadlines.
• Strong administrative and coordination experience (financial services experience a plus but not necessary)
• Confidence using Microsoft Word and Excel.  
• A client-first mindset and a willingness to learn.

What you will get in return:

• Work with a team of energetic, high-performing professionals who are intrinsically motivated to do the best for each other and our clients – while having a laugh and some fun along the way
• Your own individual career plan and regular check-ins designed to help you achieve your career goals
• Flexible and hybrid working arrangements after probation
• Access to advanced technology and business support to help you perform to your full potential
• Celebrations and rewards for your performance, contributions, and achievements
• Modern work environment supporting your social and team collaboration goals
• Regular social, well-being and charity events

If you want to work in a business with like-minded ambitious people, that supports your individual career goals, and values your contributions, while in a social and growing environment, please apply.

No agencies please.

Only Australian Citizens and Permanent Residents need apply.