Family Office Support Manager

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

Located in one of the newest and most iconic buildings in the Perth CBD, we are a growing financial advisory practice seeking an experienced administration professional to join a dynamic and friendly team. We are in a high growth phase and are looking for suitable candidates to learn and grow with us.

We have a predominantly sophisticated client base and are only interested in candidates who are looking for a long-term engagement to further their career.

This position will be working closely alongside a Director/Senior Financial Adviser.

You must be highly organised and meticulous by nature. Above all, you need to display care and pride in what you do.

Duties include but are not limited to:

• Assist Family Office Service Team with organisational and client requirements, including, but not limited to:
  • Preparing reports and requirements for meetings
  • Liaising with associated providers such as accountants and lawyers
  • Attending to client requests, including bill payments
  • Attending to client lifestyle management services, including concierge services and real estate management.
• Assist Practice Manager with office management tasks including, but not limited to:
  • Office and staff event planning organisation and bookings
  • Property and equipment organisation and maintenance
  • Office supplies and services management
  • Assist with Shared Office Duties, including meeting rooms, client enquiries, kitchen, mail and phone requirements as needed.
• Client Service Officer Tasks including, but not limited to:
  • Prepare and lodge product applications, annual fees and engagement documents
  • Administration support to the financial adviser/s and team, including due diligence and client fact finding
  • Compile and implement tasks from advice documents
  • Day to day management of the client base and assisting with scheduling reviews
  • Co-ordinate with internal team and external service providers
• Assist in the development of workflow/processes as required
• Assisting with maintenance and customisation of document templates

Candidate requirements:

• Excellent written and verbal communication skills
• Highly organised and procedure-driven
• Ability to prioritise workflow and show initiative in a fast-paced environment
• Strong attention to detail and accuracy
• Professional demeanour, enthusiastic and hard working
• Experience within a Financial Planning environment is preferred but not essential
• Proficiency in Outlook, Word and Excel
• Xplan experience is preferred but not essential
• A positive attitude, a desire to learn and help improve people's lives is essential

This role is offered on a full-time basis, however, part-time will be considered for the right applicant.

• This role provides a real opportunity to progress and develop your career.
• Flexible work arrangements are available.
• Friendly, supportive working environment
• Public transport in close proximity to the office

About our business

Partnership Wealth is a successful, Financial Advice firm centrally located in the Perth CBD, providing tailored, trusted and objective advice to a select group of ultra-high-net-worth families. We offer a supportive team environment where your contribution is acknowledged. We provide a highly personalised service with tailored wealth management solutions for our clients, requiring a dedicated team of financial services professionals to support them, and grow our business.

The successful candidate will be provided with training and career opportunities, an excellent salary package and a friendly working environment.