Office Administration / Client Service at Foundation Wealth Advisers

Position Office Administration / Client Service
Posted 05 May 2026
Expired 04 Jun 2026
Company Foundation Wealth Advisers
Location Australia | AU
Job Type Full Time

Job Description:

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:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Office Administration / Client Service at the office Australia above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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