Client Services Associate / Administration Assistant

Start your career with a team that invests in you.

Join Seed Wealth Australia, a growing financial planning business where you'll be part of a friendly, supportive, energetic team helping clients build brighter financial futures.

We're looking for a friendly, organised person who loves helping people and thrives in a team environment.

As part of our Client Services team, you'll be the welcoming face and voice of our business, supporting clients and advisers with administration, communication, and customer service. No two days are the same, and you'll gain hands-on experience in a professional environment where your ideas and contribution genuinely matter.

No financial planning experience is required. We're looking for someone with the right attitude, strong attention to detail, and a genuine desire to help people. We can teach the rest.

Why Join Seed Wealth?

✅ Supportive team culture that values growth and development

✅ Career progression, mentoring and ongoing training opportunities

✅ Above-award pay, team celebrations, a workplace that genuinely values your contribution

✅ Learn from experienced Financial Advisers and industry professionals

✅ Modern North Ward office with a great work-life balance and team environment

About Us

Seed Wealth Australia is a locally owned financial planning business dedicated to helping families, professionals, business owners and retirees achieve their financial goals.

We pride ourselves on delivering exceptional service and building lasting relationships with our clients. As a referral-based business, our reputation is built on trust, professionalism and genuine care for the people we work with.

About the Role

As a Client Services Associate & Administration Assistant, you will play an important role in helping our advisers deliver outstanding client experiences.

You will work closely with our Financial Planners and support team to keep our client service process running smoothly.

Your Responsibilities

• Welcoming and assisting clients both in person and over the phone

• Managing appointments and diary scheduling

• Preparing client documents and correspondence

• Maintaining accurate client records and databases

• Assisting advisers with administration tasks during the advice process

• Following up information with product providers and institutions

• Data entry and document management

• Processing paperwork and tracking client requests

• Providing general office and administrative support

• Helping ensure our clients receive exceptional service at every interaction

We'd Love to Hear From You If You Are:

• Friendly, professional and approachable

• Well organised with strong attention to detail

• Reliable and eager to learn

• A great communicator with a positive attitude

• Comfortable using computers and learning new systems

• Able to work as part of a team

• Looking for a long-term career opportunity

Preferred (But Not Essential)

• Previous customer service experience

• Administration or office experience

• Certificate III or IV in Business

• Knowledge of Microsoft Office (Outlook, Word and Excel)

What We're Really Looking For

We believe attitude and character are more important than experience.

If you're enthusiastic, willing to learn, enjoy helping people and want to be part of a great team, we'd love to hear from you.

How to Apply

Please submit your resume along with a brief cover letter telling us:

• Why this opportunity interests you

• What strengths you would bring to the team

• Any work, volunteer, sporting or school experiences that demonstrate your skills and work ethic

Application Questions

• Which of the following statements best describes your right to work in Australia?

• Have you completed any business, administration or financial services qualifications?

• Do you have experience in customer service or administration?

• How much notice are you required to give your current employer?

Come Grow With Us!

At Seed Wealth Australia, we're passionate about helping people build successful futures, including our team members. If you're looking for a supportive workplace where you can learn, grow and build a rewarding career, we'd love to meet you.