Description:
Job Description Client Services & Administration | Wealth Management
Location: Norwest (2-minute walk from the station, parking nearby)
Salary: $80–90k + Super depending on experience | Full-time, permanent | 9 am – 5 pm
With over 30 years in the wealth management industry, this boutique firm partners closely with a select group of high net worth individuals and families—some relationships now spanning four generations. Led by a Managing Director who has been at the helm for over two decades, the company has built its reputation on trust, discretion and exceptional client service. You’ll join a close-knit team where genuine relationships—both within the team and with clients—are central to everything they do.
The RoleThis is more than just an administrative position—it’s a highly client-focused role where you’ll collaborate closely with advisors to deliver tailored solutions for clients’ evolving needs. You’ll become a trusted point of contact, helping clients with financial products and strategies to day to day problems.
Your responsibilities will include:
- Providing outstanding day-to-day service to high net worth clients and their families
- Supporting advisors to implement investment and wealth strategies
- Managing client documentation and maintaining accurate records
- Handling client queries, problem-solving, and proactively following up
- Working collaboratively with the team to ensure seamless delivery of services
- Strong relationship management and customer service focus
- Excellent verbal and written communication skills
- Proven administration experience, ideally from banking, mortgage broking, or financial advisory environments
- Collaborative team player who enjoys problem solving
- Comfortable working with systems (training on Intelliflow provided)
- RG146 qualification is desirable but not essential
- Work with a respected firm supporting long-standing, multi-generational clients
- Be part of a small, experienced team that values quality over volume
- Lots of training and support to help you succeed
- Fantastic Norwest location—easy access by train and parking options nearby
- Stable, permanent role with work/life balance (9–5)
If you’re passionate about client service and looking for a meaningful role within wealth management, apply now .
For any questions, please reach out to Seb on seb@norwestrecruitment.com.au