_{10th November, 2026}

The Firm

This is a rare opportunity to join an established and highly regarded professional services firm of 100+ staff, working within their niche Family Office team. You'll work with Family Office clients and will liaise with other divisions of the firm as well as third party providers and external stakeholders to coordinate client requests. You'll love the corporate CBD offices, the friendly supportive team and the opportunity to work in a flexible hybrid environment. 

The Role

Working closely with the Director and across broader teams, you’ll play a central role in coordinating the administrative component of client requests, such as paying bills, providing investor distribution statements, preparing documentation for property sales, land tax and council rates etc. While the majority of requests come via email, there is a very strong focus on building long-term relationships and you'll need strong communication skills, together with the ability to juggle multiple tasks while demonstrating sound judgement and problem solving skills.

Your responsibilities will include:

• Responding to client enquiries by phone, email and face-to-face
• Coordinating and attending client meetings, including preparing meeting packs, taking minutes and following up actions
• Managing client administration, invoicing, accounts receivable, data entry and account reconciliations
• Maintaining accurate client registers, records and communication templates
• Coordinating the onboarding of new Family Office clients, from proposal and set-up through to implementation
• Liaising with external providers such as utility companies, property agents, private bank managers and wealth advisors
• Supporting bookkeeping activities and reviewing work completed by other team members when required
• Identifying opportunities to improve processes, automate workflows and enhance the client experience
• Providing general and overflow support to the Family Office team 

About you

We're ideally looking for someone with similar finance/administration experience within a family office, wealth management or accountancy firm. 
You'll be a polished and capable administrator who takes pride in delivering outstanding client service and will be comfortable managing multiple priorities, communicating with a diverse range of stakeholders and handling confidential information with discretion. 

Ideally, you'll have:

• Experience in client administration, client services or coordination within professional services or financial services
• Sound financial literacy, with a practical understanding of council rates, land tax, entities, family groups, financial statements and tax returns etc.
• Exposure to invoicing, accounts receivable, bookkeeping or account reconciliations
• Strong relationship-building and stakeholder management skills
• Experience supporting meetings and managing follow-up actions
• Excellent attention to detail and strong organisational skills
• A proactive, adaptable and solutions-focused approach
• Confidence using Microsoft Office and Xero (Netwealth and/or Praemium also highly regarded)

This is a varied role where you can develop strong client relationships, contribute ideas and play an important part in the continued improvement of a growing Family Office function. You’ll work with an experienced and supportive team while building valuable exposure across client services, administration, bookkeeping and stakeholder coordination. If you're a highly organised administrator who enjoys being the person clients and colleagues can rely on, we'd love to hear from you... please forward your resume asap!

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