Client Services Assistant – Wealth Management – Erina

Client Services Administrator Wealth Management

A people‑focused role in a team that values growth and care

Altus Financial is an AFR Top 50 firm helping individuals, families, and business owners make confident financial decisions. For more than 30 years we’ve partnered with high‑net‑wealth individuals and families who rely on us for clarity, protection, and long‑term financial confidence. Our team is the reason clients stay with us for life.

We’re an employee‑owned business, which means your contribution genuinely shapes your future. You’ll join a collaborative, ambitious, and down‑to‑earth culture where development is part of everyday work — not an afterthought.

Start your financial advice career well

The Client Services Administrator will support the advisers in the provision of advice and ongoing services to new and existing clients.    

Main Duties

• Efficient and accurate administrative support to advisers with client service the pinnacle of your focus. 
• Co-ordinate bookings of client’s appointments, management and oversight of the adviser’s review schedule to ensure effective delivery of advice obligations within contracted time frames. 
• Assistant with the preparation of Fixed Term Advice Agreements in line with the review schedule of existing client base including overall management of advice fee continuity. 
• Efficient and Effective preparation of Annual Review material for client meetings supported by offshore teams.  
• Preparation of simple advice documentation where required including Corporate Actions, ROA File Notes, Commission Disclosures and Execution Only advice 
• Liaising with external platform providers and insurance providers to gather information, update client portfolios and ongoing administration.   
• Accurate and efficient implementation of recommendations with strong focus on attention to detail and accuracy 
• Maintenance of client database XPLAN, Netsuite and ClientVerse 
• Ensure all requests are handled efficiently and clients are provided with exceptional levels of client service and support 
• Develop strong relationships with clients to support the adviser in managing their book 
• Ensure client files are compliant as per dealer group requirements through the use of checklists and automated workflows \ 

Desired Skills / Experience

• Ability to build relationships & mature work ethic.   
• Attention to detail.   
• Ability to problem solve & use of initiative.   
• Effective time management.   
• Previous administrative experience, customer service focused.   
• Computer literate including hands on experience with Microsoft
• Previous experience in Financial Planning client service/administration role will be highly regarded.  

Why people choose Altus

• A genuinely supportive, human culture where people come first
• Direct exposure and mentorship from an industry‑leading Senior Risk Adviser
• Clear development pathways, including opportunities to grow into Associate Adviser roles
• Employee ownership that gives you a real stake in the business
• Professional development, mentoring, and study support
• Hybrid work options and a modern Sydney office
• The chance to be part of a growing, high‑performing advisory firm

Ready to build a meaningful career in a team that invests in you?

We’d love to connect. Apply with your résumé or reach out for a confidential conversation.