- Permanent full-time
- Leading accounting & advisory firm
- Modern office with end-of-trip facilities, central CBD location next to tram stop
About the Role
Reporting to the Manager, the Client Services Administrator will provide high-level administrative and client service support to the Family Office team.
You’ll play a key role in ensuring smooth day-to-day operations and helping deliver an exceptional experience for our clients.
Key responsibilities include:
- Preparing agendas and minutes for monthly Family Office meetings
- Assisting with advisor packs for new clients
- Maintaining client data in XPlan and other third-party systems
- Coordinating travel, accommodation, and diary management
- Supporting client events and hospitality arrangements
- Drafting correspondence, reports, tenders, and proposals
- Assisting with billing, applications, and client documentation
- Preparing for integrated services meetings and handling cash transfers
- Providing general administrative support as required
About You
You’ll bring a strong sense of initiative, professionalism, and attention to detail to everything you do. You’re proactive, approachable, and committed to supporting both clients and colleagues.
To be successful in this role, you will have:
- Certificate IV in Business Administration (or equivalent experience)
- Previous experience in a similar administrative or client services role (professional services experience highly regarded)
- Proficiency with MS Office and financial planning software (XPlan, Coin, Adviser Logic)
- Excellent written and verbal communication skills
- Strong organisational and time management skills
Why Join Us
You’ll be part of a collaborative, professional team that values initiative, growth, and excellence. We offer a supportive work environment, opportunities for development, and the chance to work closely with clients in a respected Family Office setting.
How to Apply
If you’re a proactive administrator who enjoys working in a professional environment and building strong client relationships, we’d love to hear from you.
Apply now with your resume or contact Courtney on (08) 83174802 for a confidential discussion.
Operating for over 20 years in Australia, New Zealand and the United Kingdom, people2people, Edge Recruitment, and Frog Recruitment are an award-winning recruitment group and HR solutions provider. As an inclusive workforce, we welcome everyone and encourage our employees, clients, and candidates to showcase their authentic selves.
Should you require reasonable adjustments throughout the recruitment process, we encourage you to make a request by phoning the above-mentioned recruitment consultant to discuss. In response to these requests, we will collaborate closely with you to implement the appropriate adjustments.
