Client Administration Assistant

Harvest Employee Benefits; North Sydney Council; Hybrid; AUD 65,000 - 80,000; Full time

Benefits offered by this job

Professional development

Supportive team culture

Hybrid working arrangements

Close to public transport

Job summary

Harvest Employee Benefits in North Sydney seeks an experienced Financial Planning Client Administration Assistant to support the Senior Financial Planner, ensuring accurate client service and smooth implementation of strategies.

You will handle documentation, scheduling, ROAs and ongoing client records, collaborating with funds and insurers while maintaining high attention to detail and a proactive, professional approach.

Qualifications

• Previous experience in a financial planning administration or client services role.
• Exposure to SMSFs and superannuation administration.
• RG146 qualifications or working towards completion.
• Advanced Microsoft Office skills (Word, Excel, Outlook).

Responsibilities

• Provide administrative support to the Senior Financial Planner throughout the advice process.
• Prepare and process client documentation and correspondence.
• Manage client communications, appointments and meeting coordination.
• Maintain and update client records within Xplan.
• Assist in the preparation of Records of Advice (ROAs), annual review documentation and client reports.
• Coordinate advice implementation across superannuation, investments, pensions and insurance.
• Prepare fee disclosure statements and ongoing fee renewal documentation.
• Manage annual review workflows and client follow-up activities.
• Liaise with funds, insurers, platforms and external stakeholders.
• Respond to client enquiries promptly and professionally.

Skills

Organisational skills

Attention to detail

Communication skills

Problem-solving

Independent worker

Proactive attitude

Education

RG146 qualifications

Tools

Xplan CRM

Job description

Harvest Employee Benefits – North Sydney NSW

We are seeking an experienced, well organised and detail-oriented Financial Planning Client Administration Assistant to join our professional and friendly team based in North Sydney. Working closely with our Senior Financial Planner, you will play a key role in supporting the advice process, ensuring a high level of client service, and assisting with the implementation and ongoing management of client strategies.

Key responsibilities

• Provide administrative support to the Senior Financial Planner throughout the advice process.
• Prepare and process client documentation and correspondence.
• Manage client communications, appointments and meeting coordination.
• Maintain and update client records within Xplan.
• Assist in the preparation of Records of Advice (ROAs), annual review documentation and client reports.
• Coordinate advice implementation, including superannuation, investment, pension and insurance recommendations.
• Prepare fee disclosure statements and ongoing fee renewal documentation.
• Manage annual review workflows and client follow-up activities.
• Liaise with superannuation funds, insurers, investment platforms, managers and other external stakeholders.
• Respond to client enquiries in a professional and timely manner.

About you

• Previous experience in a financial planning administration or client services role (essential).
• Exposure to SMSFs and superannuation administration.
• RG146 qualifications (or working towards completion).
• Strong organisational skills with the ability to manage multiple priorities.
• High attention to detail and accuracy.
• Exceptional written and verbal communication skills.
• A proactive, positive and professional attitude.
• Strong problem-solving skills and ability to work independently.
• Advanced Microsoft Office skills, including Word, Excel and Outlook.
• Experience using Xplan CRM (essential).

About us

Harvest Financial Group is a successful financial planning company based in North Sydney, Australia. As a privately owned business with our own Australian Financial Services Licence (AFSL), we are not aligned with any financial institution or product provider. For over 23 years, we have specialised in personal financial planning, corporate superannuation, retirement planning, and personal insurance advice. We partner with some of Australia's leading national and international organisations, helping employers and employees build, protect and manage their wealth throughout every stage of life.

• Ongoing professional development and learning opportunities.
• Supportive and collaborative team culture.
• Exposure to a broad range of financial planning, superannuation and insurance advice strategies.
• Modern North Sydney office conveniently located close to public transport and the Sydney Metro.
• Hybrid working arrangements available following successful completion of the probation period.
• Opportunity to work with a well-established business servicing leading Australian and global organisations.