Client Services Assistant

AI Job Summary

• Experience contributing to client work such as tax returns, financial statements, activity statements, and lending apps.
• Exceptional attention to detail and commitment to accuracy in preparing financial documents and reports.
• Experience attending client meetings and collaborating with external stakeholders.

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Role Type

• Permanent
• Full-time
• Cadet/Graduate

About Altus

With over three decades of experience in personal and SME financial and business advisory, Altus has earned a reputation as a trusted name across the industry.

Our leadership team brings diverse expertise – some began their careers in Big 4 accounting firms, while others come from financial planning and business advisory backgrounds. This blend of perspectives strengthens our ability to deliver tailored, high-impact advice.

The name Altus – Latin for “high, deep, and noble – reflects the values we uphold: deep relationships, high trust, and an unwavering commitment to our clients’ financial wellbeing.

Our mission is to create meaningful, positive change in our clients’ financial outcomes. We achieve this by delivering specialised advice across every stage of their financial journey—insightful, tailored, and deeply relevant. You are essential to making this happen.

We’re looking for a bright, ambitious, personable wealth management grad ready to make their mark. Our award-winning team AFR Top 50 offers a dynamic environment where you’ll learn from industry leaders and contribute from day one.

This is more than a graduate role—it’s your launchpad into a meaningful career. At Altus, you’re a valued member of our team—your unique contributions are irreplaceable. From day one, you’ll step into a permanent role with ownership, mentorship, and support. We’re investing in you as an Future Altus Adviser, because your growth is our priority.

You will

• Be trained and development through a structured learning program
• Gain insight into how a leading private client advisory firm operates, working within a high-performance, award-winning environment.
• Use sophisticated systems and processes that support the delivery of expert advice.
• Contribute to real client work, including preparing tax returns, financial statements, activity statements, statements of advice, management reports, tax strategies, and lending applications.
• Attend client meetings and collaborate with external stakeholders, building confidence and communication skills.
• Learn from seasoned professionals and recent graduates alike, gaining perspective from both ends of the career journey.
• Lots of fun with monthly business updates, quarterly social events, weekly drinks, daily snacks, wellbeing programs and lots more
• Your own Career Progression Plan tailored to what you want to do and how fast you want to do it

We’re looking for graduates who bring

• An interest in finance and helping clients
• Sharp problem-solving skills and a proactive mindset
• Strong communication and interpersonal abilities with confidence in both client and team settings
• Exceptional attention to detail and a commitment to accuracy
• A collaborative spirit, balanced with the ability to work independently
• A positive, enthusiastic attitude and a genuine desire to grow

Ready to begin your journey?

If you have completed or are close to completing business/accounting/financial planning/finance studies – we are open to recent High School Year 12 graduates. Please apply here by uploading your CV and University or High School study transcripts.

Company Overview

www.altusfinancial.com.au