Financial Services Admin & Client Support Specialist

Business & Wealth Partners; Cairns Regional; On-site; AUD 52,000 - 70,000; Full time

Job summary

Business and Wealth Partners Pty Ltd in Cairns is seeking a proactive Administration Assistant to support three Financial Advisers and a Paraplanner, helping with client service, documentation and compliance to streamline advice and reviews.

You will manage diary scheduling, respond to client queries, complete adviser paperwork, track progress, maintain records across software (Xplan), and liaise with the accounting team for tax information. Training provided in financial services.

Qualifications

• Interest in the financial services field is desirable.
• Previous financial planning industry experience is ideal but not essential as training will be provided.
• Excellent organisational and time management skills with ability to prioritise.
• Accuracy and attention to detail.

Responsibilities

• Contacting clients to organise meetings and diary management for Advisers.
• Responding to client queries in a timely manner.
• Completing paperwork and administration tasks for advisers including checking and submitting forms.
• Managing tasks from start to finish, recording progress and providing status updates.
• Data maintenance across software platforms (primarily Xplan).
• Obtaining financial statements and account reports from product providers.
• Liaising with in-house Accounting team for client tax information.

Skills

Interest in financial services

Organisational skills

Time management

Attention to detail

Proactive

Tools

Xplan

Job description

Business and Wealth Partners Pty Ltd in Cairns is seeking a proactive Administration Assistant to support three Financial Advisers and a Paraplanner, helping with client service, documentation and compliance to streamline advice and reviews.

You will manage diary scheduling, respond to client queries, complete adviser paperwork, track progress, maintain records across software (Xplan), and liaise with the accounting team for tax information. Training provided in financial services.