Administrative Assistant (Financial Planning / Office Manager Pathway).
Batemans Bay, NSW | Full-time | On-site
About Capital Haus
Capital Haus is a specialist private wealth management firm advising high net worth individuals, families and business owners. We operate in a professional, high-accountability environment where precision, client experience and strong operational foundations are critical to success.
As our regional presence continues to grow, we are seeking a capable Administrative Assistant with a financial planning background to support our advisory team in Batemans Bay. This role has a clear progression pathway into Office Management as the business expands.
The Opportunity
This is a hands-on, finance-adjacent administrative role with real responsibility and visibility across the business.
You will support advisers with client administration and financial planning workflows while also taking ownership of day-to-day office operations. Over time, the role is designed to evolve into a full Office Manager position, with responsibility for office coordination, internal processes and team support.
This role will suit someone who enjoys structure, takes pride in running an efficient office, and wants to grow into a broader operational leadership role within a private wealth firm.
What You'll Be Doing
Your responsibilities will span administrative support, financial planning assistance and office operations, including:
Advisory & Administrative Support
Managing calendars, scheduling client meetings and coordinating internal activities
Preparing correspondence, client documentation, presentations and meeting packs
Handling incoming calls, emails and client enquiries with professionalism and discretion
Supporting client onboarding and maintaining accurate, up-to-date client records
Managing digital and physical filing systems in line with confidentiality requirements
Financial Planning Support
Collecting, reviewing and organising client financial information
Assisting with fact finds, data entry and preparation of financial planning templates
Supporting advisers with modelling, projections and advice documentation (within role scope)
Updating CRM and financial planning systems with accurate client data
Liaising with product providers, insurers and platforms to support transactions and follow-ups
Office Operations & Coordination
Overseeing day-to-day office operations to ensure a well-organised and efficient workspace
Managing office supplies, equipment and key vendor relationships
Supporting internal communication, workflow coordination and process improvements
Assisting with onboarding logistics, training coordination and basic HR administration as required
Supporting team meetings, events and company functions
About You
This role will suit a highly organised, finance-literate professional who is comfortable wearing multiple hats and taking ownership.
You will likely bring:
Previous experience in financial planning, wealth management or financial services
Strong administrative, organisational and time-management skills
Familiarity with financial planning or accounting systems (e.g. XPLAN, Class, Xero) and CRM platforms
High attention to detail and the ability to handle confidential information with discretion
Strong written and verbal communication skills
Confidence working independently while collaborating closely with advisers and team members
Proficiency in Microsoft Office (Word, Excel, Outlook)
Qualifications in Business Administration, Financial Planning or a related discipline will be well regarded.
Career Progression
This role has been designed with clear progression in mind.
As the business grows, you will have the opportunity to:
Step into a dedicated Office Manager role
Take ownership of office operations, internal processes and coordination
Play a key role in supporting team productivity and business efficiency
Continue developing your skills through structured training and professional development
Eligibility
Australian citizenship or permanent residency is required
Ability to work full-time, on-site in Batemans Bay
What We Offer
A supportive and professional team environment
A clearly defined pathway into Office Management
Hands-on exposure to private wealth and financial planning operations
Ongoing training and professional development
Competitive salary aligned to experience and capability
Why Capital Haus
We are deliberate about building strong operational foundations as we grow. If you are looking for a role where you can combine financial services experience with genuine responsibility and long-term progression, this is an opportunity to make a meaningful impact in a growing private wealth business.