Client Services Officer

Client Services Officer & Administrative Assistant

Company Description:

Principal Partners is a Melbourne-based financial services firm specialising in delivering portfolio management that blends both traditional asset management with unique specialised property investing. As leaders in asset management, we deliver tailored investment solutions and strategic advice designed to help clients achieve their financial goals. Our team is committed to excellence, delivering sophisticated planning, portfolio management and product solutions across diverse asset classes, while cultivating trusted relationships with clients built on transparency, integrity and long-term thinking.

About the Role:

A fantastic opportunity has arisen for a CSO/Administrator to join our team. This position is an integral part of our team as you will be supporting advisers and management to deliver exceptional client service. We are seeking a committed individual who takes pride in their work and ensures high quality of work is produced.

This position involves a mix of administrative, client service and operational responsibilities including coordinating client reviews, preparing documentation, assisting with portfolio transactions, maintaining accurate client records, managing communications and ensuring compliance across all client files and processes.

Principal Partners is a CBD-based, small (10 person) office. If you are looking for a fun, collaborative and close-knit environment, where you will have the opportunity to make this role your own, whilst also being supported and encouraged to continue to develop your career - this is the role for you

The role is a full-time, permanent position working 8.30am - 5pm Monday to Friday.

Key Responsibilities:

• Provide comprehensive administrative and operational support to advisers, ensuring the smooth delivery of financial planning services.
• Manage inbound enquiries and correspondence with clients, fund managers, insurers and other external stakeholders in a professional and timely manner.
• Prepare monthly Funds Under Management (FUM) reports and client review packs using Wrap platforms and Visme.
• Assist with the preparation of SOAs, onboarding documentation and compliance records within Xplan.
• Process investment transactions, including the buying and selling of assets and monitor client portfolios for performance.
• Prepare and distribute EOFY tax kits, insurance renewals and wholesale investor certificates.
• Support the setting up of new client accounts across Netwealth, Macquarie and other platforms, ensuring data integrity and compliance.
• Contribute to marketing and communications by assisting with investor updates, newsletters and client correspondence using Canva or Postcards.
• Maintain the company's digital presence through website updates and content coordination.
• Assist the Directors with ad hoc administrative tasks such as bookings, event coordination and office management.

About you:

A team player with a positive attitude, strong communication skills and a genuine desire to support others and take pride in delivering quality work. Well-presented and professional, you bring a strong sense of organisation and attention to detail to everything you do. With some experience in administration or financial services, you're now looking to grow your skills in a supportive and collaborative environment.

• 2+ years of experience in a professional services or client-facing role (financial planning experience highly regarded)
• Excellent organisational and time management skills
• Strong attention to detail and accuracy in all tasks
• Friendly and confident communicator with great client service skills
• Proficiency in Microsoft Office (Word, Excel, etc)
• Professional attitude with the ability to maintain confidentiality and handle sensitive information
• Efficient, reliable and proactive with a can-do approach
• Experience with platforms such as Xplan, Canva, Visme, Postcards, or similar will be highly regarded

Above all, attitude is key. If you're eager to learn, take initiative and contribute to a team that values quality service and collaboration, we'd love to hear from you.