Family Office Operations & Client Services Lead

Partnership Wealth; Perth; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Training provided

Career progression

Public transport nearby

Job summary

Partnership Wealth, a Perth-based financial advice practice, seeks an experienced administration professional to join a dynamic team. The role offers long-term career growth, full-time hours, and a friendly working environment in a prime Perth CBD location.

You will work closely with a Director/Senior Financial Adviser, handling reports, client requests, and workflow improvements while maintaining high standards of organisation and service.

Qualifications

• Excellent written and verbal communication skills.
• Highly organised and procedure-driven.
• Ability to prioritise workflow in a fast-paced environment.
• Strong attention to detail and accuracy.
• Experience in Financial Planning preferred.
• Proficiency in Outlook, Word and Excel; Xplan exposure preferred.
• Positive attitude and desire to learn to help improve lives.

Responsibilities

• Prepare reports and meeting materials for the Family Office Service Team.
• Liaise with providers such as accountants and lawyers.
• Handle client requests including bill payments.
• Coordinate client lifestyle management services and real estate management.
• Support Practice Manager with office management tasks.
• Assist with product applications, annual fees and engagement documents.
• Provide administration support to advisers and team, including due diligence and client fact finding.
• Manage client base day-to-day and schedule reviews.
• Coordinate with internal team and external service providers.
• Assist in workflow development and template customization.

Skills

Communication skills

Organization

Time management

Attention to detail

Professional demeanour

Initiative

Teamwork

Tools

Outlook

Word

Excel

Xplan

Job description

Partnership Wealth, a Perth-based financial advice practice, seeks an experienced administration professional to join a dynamic team. The role offers long-term career growth, full-time hours, and a friendly working environment in a prime Perth CBD location.

You will work closely with a Director/Senior Financial Adviser, handling reports, client requests, and workflow improvements while maintaining high standards of organisation and service.