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This is a featured job

Administration Assistant

at Hughes Forbes Financial Services

This is a Part time job

South Melbourne, Melbourne VIC
  • Immediate start with part-time flexibility
  • A friendly and collaborative team environment
  • Work/Life balance is highly valued
An excellent opportunity to join a friendly team and make a meaningful difference.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
This is a featured job

Client Services Officer

at The Wealth Designers

This is a Full time job

West Perth, Perth WA(Hybrid)
  • Rare opportunity to join an award-winning firm
  • Supportive, collaborative team culture
  • Flexible working options and wellbeing focus
An exciting opportunity has become available for a full-time Client Services Officer to join our friendly and supportive team based in West Perth
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
Listed thirteen days ago

Administration Assistant

at Hughes Forbes Financial Services

This is a Part time job

South Melbourne, Melbourne VIC
  • Immediate start with part-time flexibility
  • A friendly and collaborative team environment
  • Work/Life balance is highly valued
An excellent opportunity to join a friendly team and make a meaningful difference.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed twelve days ago

Administration Assistant

at Ironbark Financial Group

This is a Full time job

Blackburn, Melbourne VIC
$65,000 – $80,000 per year
We are dedicated to empowering our clients and people to live their best possible lives.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed eleven days ago

Administration Assistant

at Ironbark Financial Group

This is a Full time job

Unley, Adelaide SA
$66,000 – $78,000 per year inclusive of super
Be part of an engaged and motivated network of people that values contribution and encourages personal growth.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty days ago

Office Administrator and Reception Support

at Ironbark Financial Group

This is a Full time job

Sydney NSW
$72,000 – $80,000 per year inclusive of super
Join Ironbark Private Wealth and build a rewarding career in a professional environment where your contribution is valued and development is supported
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed fourteen days ago

Administration Assistant

at Ironbark Financial Group

This is a Full time job

Erina, Gosford & Central Coast NSW
$70,000 – $90,000 per year inclusive of super
Ironbark Financial Group are dedicated to empowering our clients and people to live their best possible lives.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed one day ago

Client Services Representative

at E&P

This is a Contract/Temp job

Melbourne VIC
Client Services Representative - 6 Month Contract at E&P Financial Group in Melbourne, VIC. Entry level role with no previous experience necessary.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed one day ago

Client Service Officer

at Stratogen Financial Planning

This is a Part time job

Noosaville, Sunshine Coast QLD
$55,000 – $65,000 per year
  • Located close to Noosa Village Shopping Centre and a short stroll to Noosa River
  • Work with vibrant young team
  • Get a bird's eye view of the advice world and access to progression
Are you our next team member? Administration and organisation is your passion. Looking for flexible part time hours? Let's talk.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed nineteen days ago

Client Services Officer

at Eagle Financial Pty Ltd

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
  • Supportive, friendly team in a vibrant CBD office
  • Varied work across admin, client service, and events
Join a supportive, growing team where your skills make a real impact every day—right in the heart of Newcastle’s CBD.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed five days ago

Client Services Officer

at The Wealth Designers

This is a Full time job

West Perth, Perth WA(Hybrid)
  • Rare opportunity to join an award-winning firm
  • Supportive, collaborative team culture
  • Flexible working options and wellbeing focus
An exciting opportunity has become available for a full-time Client Services Officer to join our friendly and supportive team based in West Perth
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed twenty six days ago

Administration Assistant

at Ironbark Financial Group

This is a Full time job

Hobart TAS
$65,000 – $80,000 per year
Experienced Administration Assistant role with Ironbark Financial Group in Hobart providing exceptional client service and support.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed three hours ago

Portfolio Administration Officer

at Morgans Financial Limited
Be an early applicant

This is a Full time job

Brisbane QLD
  • Eligible to participate in bonus scheme
  • Learning and development opportunities
Provide high-quality administrative support for Wealth+ portfolios, maintaining accurate client records and delivering exceptional service to advisers
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
3h ago
Listed twenty six days ago

Administration Assistant

at Ironbark Financial Group

This is a Full time job

Canberra ACT
$65,000 – $70,000 per year
Be part of an engaged and motivated network of people that values your contributions and encourages personal growth.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed one day ago

Financial Planning Assistant

at Fitzroy Financial Advice Pty Ltd

This is a Full time job

Rockhampton, Rockhampton & Capricorn Coast QLD
Join our supportive team. Competitive salary, training & flexible work arrangements available.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed fourteen days ago

Client Services Officer

at OakView Financial

This is a Full time job

Southport, Gold Coast QLD(Hybrid)
$70,000 – $75,000 per year
Client Services Officer supporting financial advisers with client administration, research and implementation in a hybrid role.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed twelve days ago

Settlements Assistant

at Lavan

This is a Full time job

Perth WA
  • Join WA's leading, independent law firm
  • Permanent, full-time role in Elizabeth Quay
  • Excellent firm culture and attractive benefits to suit you
Join a highly regarded Property team at one of WA's leading commercial law firms, offering a vibrant workplace culture and a central CBD location!
subClassification: SettlementsSettlements classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed thirteen days ago

Client Services Officer (Financial Planning)

at TS Professional Services Pty Ltd

This is a Full time job

Cairns, Cairns & Far North QLD(Hybrid)
  • Hybrid
  • Hybrid and work from home roles available
Client Service Officer Role - helping us provide clients with a high level of service and personalised advice to help them achieve their goals.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed four days ago

Client Associate

at Findex

This is a Full time job

Brisbane QLD(Hybrid)
  • Flexi-Friday - compressed work fortnight, every second Friday off
  • Hybrid work - genuine balance between work from home and office
  • Supportive team environment with a clear progression pathway
Be the client-facing presence our Financial Planning clients can rely on!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed twenty six days ago

Office Administrator - Financial Planning

at deVere Australia Group Pty Ltd

This is a Full time job

South Yarra, Melbourne VIC
$65,000 – $75,000 per year depending on experience
A great opportunity for a switched on Office Administrator to join our professional, fast paced South Yarra Financial Planning team. Apply now!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed twenty nine days ago

Client Service Administrator - ABA Advice Beyond Accounting Full-Time

at ABA Advice

This is a Full time job

Birtinya, Sunshine Coast QLD
$60,000 – $70,000 per year
  • 4-Day Work Week, Full-Time Pay
  • Advisory-Led, Not Just Compliance
  • Genuine Mentoring & Growth Pathway
Experienced accounting administrator for client care and administration team in public practice accounting firm.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
29d ago•Expiring
Listed nineteen days ago

Client Service Officer (Financial Planning Assistant)

at Sherrin Partners

This is a Full time job

Brisbane QLD
An exciting opportunity for a Client Service Officer to join our team and assist us in helping clients achieve their financial goals.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed more than thirty days ago

Client Services Administrator

at Hub 39

This is a Full time job

Norwood, Adelaide SA(Hybrid)
If you’re interested, please send your application to careers@hub39.com.au We look forward to hearing from you. HR Manager Catapult Wealth
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago•Expiring
Listed eighteen days ago

Client Services Officer

at Findex

This is a Contract/Temp job

Brisbane QLD
  • A leading provider of financial services within Australia and New Zealand
  • Flexi Friday (opt in or out) - have every 2nd Friday off
  • Supportive team culture with on the job training provided
We have an exciting opportunity for a motivated, client-focused person to join our Financial Planning team on a 12-month max-term contract!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
18d ago
Listed more than thirty days ago

Para broker / Office Assistant

at BBT Finance
Immediate start

This is a Full time job

Penrith, Sydney NSW
$50,000 – $75,000 per year
  • Learn and Earn Opportunity
  • Partner with us to help create your Best life!
  • Start Being Better Today!
Launch your mortgage broking career! Permanent role with training, mentorship & progression opportunities.
subClassification: MortgagesMortgages classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago•Expiring
Listed fifteen days ago

Client Services Officer

at Shartru Wealth Management

This is a Full time job

Belmont, Newcastle, Maitland & Hunter NSW
$65,000 – $80,000 per year
Client Services Officer providing comprehensive client back office support to Authorised Representatives and stakeholders.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed eleven days ago

Client Service Officer

at Morgans Financial Limited

This is a Full time job

Mackay, Mackay & Coalfields QLD
  • Finish early on Fridays (4:00pm)
  • Structured training
  • Pathway to Senior Admin
Support a Financial Planner by delivering exceptional client service, managing advice administration, and coordinating workflows.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed eight days ago

Client Service Officer

at Envision Financial

This is a Full time job

Phillip, Canberra ACT(Hybrid)
$80,000 – $100,000 per year
Client Services Officer for a financial planning practice managing client interactions, administration, and compliance.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
8d ago
Listed fourteen days ago

Client Services Assistant

at Gungor & Partners

This is a Part time job

South Perth, Perth WA
Client Services Assistant Minimum 2 years+ experience in Public Practice. Immediate Start Flexible Hours Onsite Parking
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed twenty seven days ago

Client Services Administrator - Lending

at Bongiorno and Partners

This is a Full time job

Edgecliff, Sydney NSW(Hybrid)
Bongiorno is looking for a Client Services Administrator in Lending to join our Financial Services team
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
Listed twenty one days ago

Associate

at LGT Wealth Management

This is a Contract/Temp job

Adelaide SA(Hybrid)
  • Competitive salary package
  • Adelaide CBD location
  • Flexible working arrangements
As Associate, you will provide support to the Investment Advisers in co-ordination of administration and client management and marketing activities.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
21d ago
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