Client Service & Practice Support

Peoplefusion; Newcastle City Council; On-site; AUD 70,000 - 80,000; Full time

Job summary

Pitcher Partners Newcastle is seeking a proactive Private Wealth coordinator to support clients and advisers across meetings, travel and day-to-day operations. This role combines client service, coordination, and team support within a collaborative Private Wealth team in Newcastle CBD.

You will manage meetings, travel arrangements, client communications and maintain calendars while contributing to process improvements and creating capacity for advisers and leadership.

Qualifications

• Solid administration foundation and experience in professional services.
• Excellent communication and relationship-building with clients.
• Ability to think laterally, anticipate needs and improve processes.
• Discrete, energetic and resilient with professional demeanour.

Responsibilities

• Coordinate a high volume of client meetings, in person and virtual.
• Arrange travel, flights, accommodation and schedules for advisers.
• Answer and triage client calls and inquiries; manage shared inboxes.
• Maintain calendars, meeting rooms and parking; support client communications.
• Assist with reports, documentation and client correspondence.
• Identify opportunities to streamline processes and workflows.
• Provide broad administrative support to the Wealth team.
• Deliver a warm, professional, responsive client experience.

Skills

Communication

Initiative

Curiosity

Discretion

Resilience

Job description

Join a high-performing Private Wealth team in a varied role combining client service, coordination, operations and team support.

• A smart, collaborative team where your contribution genuinely matters
• Be the key coordinator across meetings, travel, processes and day-to-day operations.
• Newcastle CBD | Permanent full-time | $70,000–$80,000 + super

Pitcher Partners is a leading professional services network with a strong reputation for delivering tailored advice and exceptional client service. The Newcastle team brings together experienced professionals who are passionate about delivering high-quality advice and an exceptional client experience.

Within Private Wealth, the team provides tailored advice across areas including retirement planning, superannuation, investments, insurance, estate planning and broader wealth strategies.

This is a professional environment with high standards, but one where people enjoy working together. The team is collaborative and committed to supporting each other to achieve great outcomes for their clients.

The Opportunity

This is an opportunity to become a central part of the Private Wealth team, supporting both clients and the people around you.

While administration and coordination are an important part of the position, this role is about much more than simply completing tasks. You’ll become someone the team can rely on to keep things moving, anticipate what is needed, solve problems and create capacity for advisers, paraplanners and leadership.

The role is also broad and varied. You could be coordinating adviser travel one day, organising a client event the next. There is also plenty of scope to contribute beyond the day-to-day, including improving processes, supporting events and developing your knowledge of the Private Wealth environment.

It’s an ideal opportunity for someone who enjoys being busy and organised, likes variety and wants to be part of a professional team where their contribution is valued.

• Central Newcastle CBD Location
• Permanent full-time role
• Monday to Friday, 8:30am to 5:00pm
• Professional corporate office environment
• Conveniently located closely to the Newcastle Interchange, or street parking a short walk away

Key Responsibilities

• Coordinate a high volume of client meetings throughout the year including face-to-face and virtual appointments
• Coordinate client appointments across office, online and external locations, arranging travel, flights, accommodation and schedules
• Answer and triage incoming client calls and enquiries
• Manage shared inboxes, calendars, meeting rooms and car parking
• Assist with client communications, reports, documentation and other correspondence
• Help ensure important client review requirements and deadlines are met
• Identify opportunities to improve processes, systems and workflows
• Support broader administrative and operational needs to the Wealth team
• Provide a warm, professional and responsive experience for every client

About You

The successful candidate will be a people-focused and switched-on professional who enjoys being part of a high-performing team. You will have a solid administration foundation and may already have experience within professional services. However, what matters most overall is your approach.

The successful candidate will bring:

• Excellent communication skills and confidence speaking with clients and building relationships
• Initiative and willingness, with the ability to think laterallyand anticipate needs
• A natural curiosity and interest in finding better ways of working
• Professionalism, discretion and an understanding of confidentiality
• Energy, resilience and a positive approach

Why Join Pitcher Partners?

Joining Pitcher Partners means becoming part of a team where people care about the quality of work they deliver and the experience they create for their clients.

You’ll receive supportive onboarding and ongoing training, with the opportunity to build your knowledge of Private Wealth and develop into broader client service, wealth operations or financial advice support roles over time. It is a great opportunity for someone ready to step into the next stage of their career and seeking a long-term opportunity.

At peoplefusion we don’t just accept diversity and inclusion - we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application, please don’t hesitate to contact us.