Junior Client Services Administrator

About the Opportunity

An exciting opportunity is available for a Junior Client Services Administrator to join our growing financial planning practice located in Parramatta CBD. This structured part-time role (3 days per week) is ideal for someone in the final stages of their studies or a recent graduate looking to begin a professional career in financial planning.

If you are close to completing, or have recently completed, a degree in commerce, finance, accounting, business, economics or a related field, this role will provide valuable hands-on experience, practical industry exposure and a strong foundation for a long-term career in financial services. Full training and ongoing support will be provided.

As one of the first points of contact for our clients, you will help deliver a warm, professional and client-focused experience while supporting our advisers with a variety of administration and coordination duties.

Key Responsibilities

• Provide friendly and professional support to clients and external stakeholders
• Assist advisers and directors with day-to-day administration and client service tasks
• Support the preparation and processing of financial planning documentation and applications
• Maintain accurate client records and data across internal systems
• Assist with client onboarding and preparation for review meetings
• Learn and work with CRM and workflow systems including Xplan (full training provided)
• Monitor shared inboxes, manage enquiries and escalate matters where required
• Support client communications and assist with compliance-related documentation
• Maintain confidentiality and professional standards at all times

About You

You are organised, motivated and eager to learn, with strong attention to detail and a positive attitude.

You will ideally have:

• Near completion or recent completion of a qualification in finance, commerce, accounting, business, economics or a related discipline
• Previous experience in administration, customer service or office support (helpful but not essential)
• Strong attention to detail and accuracy in data entry and documentation
• Clear written and verbal communication skills
• Good organisational and time management abilities
• A proactive and team-oriented mindset
• A genuine interest in building a career within financial planning
• Willingness to learn systems such as Xplan
• Ability to obtain a National Police Check and bankruptcy check (essential)

What We Offer

• Flexible part-time working arrangements
• Competitive hourly rate plus superannuation
• Supportive and collaborative team environment
• Ongoing training and professional development opportunities
• Valuable exposure to the financial planning industry

How to Apply

If you are motivated, organised and ready to start building your career in financial planning, we would love to hear from you.

Please email your resume and a brief cover letter to ***email_hidden*** outlining your studies, any relevant experience (including part-time work, internships or university projects), and why you are interested in a career in client services within the financial planning industry.

Recent graduates and applicants nearing completion of their studies are strongly encouraged to apply.