Client Service Administrator – Private Wealth

Pitcher Partners Wealth WA is seeking an experienced Client Service Administrator to join our private wealth team. This role is suited to someone who has outgrown transactional administration and wants exposure to more sophisticated client work, within a firm that values quality, professionalism and long-term career development.

About Us

Pitcher Partners is a national advisory firm recognised for delivering high-quality advice to private clients and family groups. We offer a genuine alternative to larger firms — combining strong technical capability with a more personal, collegiate working environment.

Our “Lead Your Way” philosophy reflects our focus on helping our people build meaningful, long-term careers, supported by strong mentoring and development.

The role

You will play a key role in supporting advisers servicing high net worth clients, including:

• Preparing client documentation and reports for meetings
• Coordinating advice implementation and client onboarding
• Managing compliance documentation and workflows
• Maintaining high-quality client data (Xplan)
• Assisting with reporting and ongoing client servicing
• Supporting and guiding a junior team member

This is a senior support role with real ownership and accountability.

About you

• Minimum 12 month’s experience in financial planning support
• Strong attention to detail and organisational capability
• Experience using Xplan and Microsoft Office
• Comfortable working across multiple advisers
• Proactive, solutions-focused mindset

Why this role

• Exposure to complex, high net worth client work
• A close-knit, high-performing team environment
• Flexible working arrangements
• A firm that invests in its people and culture

 Apply

If you are looking to step into a more sophisticated role within a respected private wealth firm, we encourage you to apply.