Job Description
Multiple opportunities – we are seeking two professionals to bring their customer service and professional services administration skills to a growing team.
Newcastle CBD location with fantastic employee benefits.
Join an organisation that offers more than just a job – it offers a genuine career path.
Are you the kind of person who remembers how someone takes their coffee - not because you have to, but because you genuinely care?
Do you enjoy helping people, thrive on organised systems, and take pride in getting the small details right?
If so, this could be exactly what you’ve been looking for.
About the opportunity
Our client, PKF Wealth Newcastle, a growing financial advice business that supports individuals, families and business owners, is seeking two new team members to join their support hub in Client Services Officer and Graduate Associate capacities.
In these roles, you will support a team of Financial Advisers and help deliver an exceptional client experience. You’ll assist with managing client communications, coordinating meetings, preparing documentation and supporting the implementation of financial strategies.
These are hands-on administrative roles where you will provide support to multiple Financial Advisers while working within a supportive workflow and well-established processes. You’ll draw on your strong administrative skillset, work with agility to embrace new processes, and use your attention to detail and client service skills to make a meaningful contribution to both the team and the clients you support.
You’ll be part of a workplace that values teamwork, wellness initiatives, ongoing learning and development. You’ll also enjoy the opportunity to grow your career while working alongside experienced industry professionals.
Key responsibilities:
Provide professional and responsive support to clients.
Coordinate client meetings and manage follow-up communication.
Maintain accurate client records within the CRM system.
Assist advisers with the preparation of advice documentation, including SOAs and ROAs.
Prepare client meeting documentation and review packs.
Liaise with investment and superannuation platforms to progress transactions.
Track workflows and follow up on outstanding items.
Maintain accurate documentation and file notes in line with compliance requirements.
What we’re looking for:
This role will suit someone who is motivated to take the next step in their career and who brings a dynamic, agile mindset with a strong openness and willingness to learn.
You may come from hospitality, customer service, events, administration, or another client-focused role. What matters most to PKF is how you show up.
Proven administrative support experience and proficiency in Microsoft Office Suite (Word, Excel, Outlook and Teams)
An analytical mindset with critical thinking and problem-solving ability
A genuine desire to help people and deliver a high level of service
Highly organised with strong attention to detail
Able to thrive in a fast-paced team environment
Strong time management skills and the ability to meet deadlines
Pride in getting the small things right
Positive energy and a collaborative approach to the workplace
Professional communication and timely responses
Ability to take responsibility and anticipate what needs to be done
Candidates with experience in the financial planning or financial services sector will be highly regarded, along with experience using financial planning software such as Xplan.
Why Join PKF Wealth?
Supportive, high-performing team environment
Clear systems and processes
Opportunity to grow within the financial services industry
A business that values professionalism and teamwork
If you’re ready to explore your next opportunity, building a true career path and have an interest in the financial planning sector, this could be the opportunity for you.
How to apply
To learn more about key responsibilities, company culture and associated benefits of this opportunity which is available immediately, please contact Olivia Evans on 02 4927 2025 oliviae@peoplefusion.com.au for a confidential discussion. Alternatively, click "Apply" to submit your covering letter and CV.
At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don’t hesitate to contact us.
