Finance Admin Trainee - Client Support & Records

Ability Advocates Pty Ltd; Sydney; On-site; AUD 70,000 - 90,000; Full time

Job summary

Hoxton Wealth is seeking a capable Customer Service Officer / Associate to support our Australian advice business in Sydney. You will be the front line of client experience, servicing clients professionally and in line with Australian regulatory standards.

Join a professional financial services environment supporting advisers, paraplanners, and operations, owning day-to-day client servicing, administration, and process execution.

Qualifications

• Experience in Australian financial services, professional services, or regulated environments.
• Strong written and verbal communication skills.
• High attention to detail and strong organisational skills.
• Confidence using CRMs, document management systems, and Microsoft/Google tools.
• Ability to manage multiple priorities and follow structured processes.
• Professional, calm, and client-focused approach.

Responsibilities

• Act as a primary point of contact for client queries via phone, email, and CRM.
• Manage inbound and outbound client communications in a timely and professional manner.
• Coordinate meetings, appointments, and adviser diaries.
• Follow up outstanding client requests, documentation, and third-party information.
• Assist with onboarding new clients, including engagement documents and disclosures.
• Maintain data integrity in CRM and manage documentation workflows.
• Prepare and process forms, applications, and service requests.
• Liaise with product providers, superannuation funds, and platforms.
• Track advice workflows and ensure tasks progress through required stages.

Skills

Client service

Communication

Attention to detail

CRM proficiency

Multitasking

Professional demeanour

Tools

CRM software

Document management

Microsoft Office / Google Workspace

Job description

Hoxton Wealth is seeking a capable Customer Service Officer / Associate to support our Australian advice business in Sydney. You will be the front line of client experience, servicing clients professionally and in line with Australian regulatory standards.

Join a professional financial services environment supporting advisers, paraplanners, and operations, owning day-to-day client servicing, administration, and process execution.