Administration Support Officer

About Euroz Hartleys Limited 

Euroz Hartleys is Western Australia’s leading financial services firm, entering an exciting new chapter as we evolve into a dedicated Private Wealth business. Our team of more than 55 Private Wealth Advisers brings deep experience, specialist expertise and a shared commitment to helping clients achieve their financial goals.

We are proud to be recognised as an employer of choice, having been named Employer of the Year at the 2024 Women in Wealth Awards, followed by a Highly Commended recognition in 2025 and finalist status again in 2026.

As we continue to grow and shape the future of Private Wealth, we invite you to be part of our journey. Join us.

The opportunity: Administration Support Officer

Are you a recent graduate or early-career professional looking to build a successful career in wealth management? This is an opportunity to gain hands-on experience in a foundational role that provides broad exposure to client services, operations and administration. Working closely with experienced advisers and support teams, you'll develop the skills, knowledge and industry understanding that form the basis of a long-term career in private wealth.

We are seeking a professional and reliable Administration Support Officer to join our team. This role offers variety, exposure to multiple areas of the business, and the opportunity to contribute to the smooth running of a dynamic workplace.

This is a development role designed to provide a strong foundation in both office operations and wealth management administration. The successful candidate will be expected to take ownership of core office support responsibilities before progressively taking on more specialised client and adviser support tasks.

As an Administration Support Officer, your responsibilities will initially focus on the day-to-day operations of the office, including:

• Ensuring kitchen areas are clean, tidy and well-stocked, including managing milk supplies and dishwasher rotation.
• Managing incoming and outgoing mail, including internal distribution and courier coordination.
• Providing reception cover during lunch breaks, early mornings and periods of leave.
• Reordering stationery, kitchen supplies and other office consumables.
• Assisting with the set-up and pack-down of internal meetings and events.
• Providing general administrative support across the business as required.

As you develop in the role, you will gain exposure to wealth management administration and client support activities, including:

• Preparing, printing and binding client packs and meeting documentation.
• Assisting our Adviser Support team with account-opening paperwork, meeting preparation and document collation.
• Contacting superannuation providers to obtain information required for Statement of Advice (SOA) preparation.
• Maintaining accurate client records within Xplan.
• Updating SOA client lists and ensuring information remains current.
• Coordinating Xplan access updates for the internal Insurance Specialist.

What you’ll gain

• Gain exposure to wealth management processes, client services and office operations, building a strong foundation for a long-term career in private wealth.
• Develop a deep understanding of the administrative and operational functions that underpin successful client advice and wealth management.
• Work closely with advisers and support professionals, gaining valuable experience and broad business exposure.
• Progression opportunities are available for high-performing team members who demonstrate capability, commitment and mastery of the role over time.

About you 

Being able to bring your whole self to work is important to us.  At Euroz Hartleys we embrace our values of Relationships, High Performance, Integrity, Accountability and Respect.

We are looking for someone who is committed to learning the fundamentals of the industry, establishing themselves in this role, and contributing meaningfully to the team before pursuing future career progression opportunities.

At Euroz Hartleys, we are committed to developing our people and have a strong track record of promoting from within. We believe the best careers are built on solid foundations, and this role provides the opportunity to gain invaluable operational, client service and industry experience. We are looking for someone who is excited to learn, contribute and grow in the role, with a view to developing their career over the longer term.

To be successful in this role you will be able to display the following: 

• Recent graduate or early-career professional
• Strong organisational and time-management skills with a keen eye for detail.
• Excellent written and verbal communication skills.
• High attention to detail
• Proven skills in Microsoft Word and Excel
• Ability to work to deadlines, along with the flexibility to manage changing priorities
• Ability to work as part of a team and create a positive working environment

What we can offer

• Beautifully appointed office in QV1
• Free onsite Gym, Tennis Courts and Basketball court 
• Discretionary bonus
• Career development opportunities 
• Range of employee benefits
• Team environment 
• Work life balance

Supporting a diverse workforce

We recognise the uniqueness of our employees, and the skills and experiences each and every member of our team can bring to Euroz Hartleys. We see the value of diverse voices and we are continuing our evolutional journey toward greater Diversity, Equity and Inclusion.  We invite you to join us on this journey. 

How to apply

If you feel you are a suitable candidate, please submit your application by clicking on the ‘Apply’ button.

All applications received will be treated with utmost confidentiality.

If you would like to discuss this opportunity further, please contact Gemma Crawford - Human Resources Manager on 08 9268 3049.

Please note, applications from recruitment agencies or individuals on a working holiday visa will not be considered