Overview
Office Administration / Client Service Jobs in Hobart, Tasmania, Australia at Foundation Wealth Advisers
Title: Office Administration / Client Service
Company: Foundation Wealth Advisers
Location: Hobart, Tasmania, Australia
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.
