Client Services Assistant – Erina

About Altus

With over three decades of experience in personal and SME financial and business advisory, Altus has earned a reputation as a trusted name across the industry.

Our leadership team brings diverse expertise – some began their careers in Big 4 accounting firms, while others come from financial planning and business advisory backgrounds. This blend of perspectives strengthens our ability to deliver tailored, high-impact advice.

The name Altus – Latin for “high, deep, and noble – reflects the values we uphold: deep relationships, high trust, and an unwavering commitment to our clients’ financial wellbeing.

Our mission is to create meaningful, positive change in our clients’ financial outcomes. We achieve this by delivering specialised advice across every stage of their financial journey—insightful, tailored, and deeply relevant. You are essential to making this happen.

We’re looking for a bright, ambitious, personable wealth management graduate ready to make their mark. Our award-winning team AFR Top 50 offers a dynamic environment where you’ll learn from industry leaders and contribute from day one.

This is more than a role—it’s your launchpad into a meaningful career. At Altus, you’re a valued member of our team—your unique contributions are irreplaceable. From day one, you’ll step into a permanent role with ownership, mentorship, and support. We’re investing in you as a Future Altus Adviser, because your growth is our priority.

About the Role

The Client Services Administrator will support the advisers in the provision of advice and ongoing services to new and existing clients.

You will:

• Provide efficient and accurate administrative support to advisers with client service the pinnacle of your focus
• Co-ordinate bookings of client’s appointments, management and oversight of the adviser’s review schedule to ensure effective delivery of advice obligations within contracted time frames
• Assist with the preparation of Fixed Term Advice Agreements in line with the review schedule of existing client base including overall management of advice fee continuity
• prepare of Annual Review material for client meetings supported by offshore teams.
• Prepare of simple advice documentation where required including Corporate Actions, ROA File Notes, Commission Disclosures and Execution Only advice
• Liaise with external platform providers and insurance providers to gather information, update client portfolios and ongoing administration
• pRovide accurate and efficient implementation of recommendations with strong focus on attention to detail and accuracy
• Maintain the client database XPLAN, Netsuite and ClientVerse
• Ensure all requests are handled efficiently and clients are provided with exceptional levels of client service and support
• Develop strong relationships with clients to support the adviser in managing their book
• Ensure client files are compliant as per dealer group requirements through the use of checklists and automated workflows

We’re looking for graduates who

• Completed or close to completing business, finance, or financial planning studies
• Organised, self-motivated and a team player.
• Strong administration & Office 365 skill
• Sharp problem-solving skills and a proactive mindset
• Strong communication and interpersonal abilities with confidence in both client and team settings
• Exceptional attention to detail and a commitment to accuracy
• A collaborative spirit, balanced with the ability to work independently
• A positive, enthusiastic attitude and a genuine desire to grow

Ready to begin your journey?

If you have completed or are close to completing business/accounting/financial planning/finance studies. Please apply here by uploading your CV and University or High School study transcripts.

No agency enquiries please.

Applications are only open to Permanent Residents / Australian Citizens.