Latest job information from Foundation Wealth Advisers for the position of Office Administration / Client Service. If the Office Administration / Client Service vacancy in Australia matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Foundation Wealth Advisers for the position of Office Administration / Client Service below matches your qualifications.
Office Administrator/Client Service (Financial Planning)
Foundation Wealth Advisers – Bellerive, TAS
Full-time | Career growth opportunity
Build your career in financial services with a supportive, professional team
Foundation Wealth Advisers is seeking a proactive and detail-oriented Office Administrator to support our team in Bellerive. This role is central to keeping our operations running smoothly and supporting our advisers in delivering high-quality client outcomes.
This is an ideal opportunity for someone who enjoys structured work, takes pride in accuracy, and is interested in developing a long‑term career in financial planning.
What you’ll be doing
Managing client appointments and coordinating advisers’ calendars
Maintaining accurate client records and filing systems (digital and physical)
Preparing documentation and supporting administrative processes
Assisting with compliance requirements and internal procedures
Providing administrative support across the team
Opportunity to assist with paraplanning tasks and develop financial advice skills (training provided for the right candidate)
What we’re looking for
Experience in an administrative role (financial services experience is advantageous but not essential)
Strong organisational skills and high attention to detail
Confident written and verbal communication skills
Proficiency in Microsoft Office (Word, Excel, Outlook)
A professional, reliable, and team‑focused approach
Ability to manage priorities and work with minimal supervision
What we offer
Competitive salary package (based on experience)
Clear career pathway into paraplanning or financial advice
Ongoing training and professional development
A supportive, close‑knit team environment
Flexibility when needed to support work‑life balance
About us
Foundation Wealth Advisers is a boutique financial planning firm supporting clients across Tasmania and Australia. We are committed to delivering tailored advice and building long‑term client relationships.
Apply now
If you're looking for a role where you can develop your skills and build a career in financial services, we’d love to hear from you.
Apply via Seek with your resume and a short cover letter outlining your interest.
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Job Info:
Company: Foundation Wealth Advisers
Position: Office Administration / Client Service
Work Location: Australia
Country: AU
How to Submit an Application:
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