About the Opportunity
At My Fortress, we're not just hiring administrators - we're building the next generation of client service professionals across our accounting and financial planning teams.
This role is the perfect entry point for someone looking to build a long-term career in financial services, with structured training, exposure across multiple departments, and clear progression opportunities.
Whether your strengths are in client service, organisation, or attention to detail, we'll support your development into a specialised role within our business.
What You'll Be Doing
As part of our Client Services team, you'll:
* Be the first point of contact for clients, creating a welcoming, professional experience
* Support our accounting and financial planning teams with day-to-day operations
* Coordinate appointments, manage communications, and maintain accurate records
* Learn how a professional financial services business operates behind the scenes
What Makes This Role Different
This isn't just a reception or admin role. You'll gain:
* Exposure across Accounting, Financial Planning and Operations
* Hands‐on experience with industry systems and workflows
* Structured training and ongoing support from experienced professionals – across Financial Planning, Accountant and Mortgage Broking
* A clear pathway into roles such as: Client Services Officer, Financial Planning Administration, Paraplanner, Accounting Support Officer and more.
Who We're Looking For
You might be:
* Starting your career or looking for a long-term professional pathway
* Coming from admin, retail, hospitality or customer service
* Organised, reliable and enjoy helping people
* A strong communicator with a positive attitude
No prior financial services experience is required we're more interested in your potential, attitude and willingness to learn.
Why Join My Fortress
* Supportive, team‐focused culture
* Opportunities for growth and internal progression
* Ongoing training and development
* Exposure to a professional, multi-disciplinary business environment
* A workplace that values people, development and long-term careers, not just short-term roles
Apply Now
If you're looking for more than just a job and want to build a meaningful career in financial services, we'd love to hear from you.
We are always growing our team and welcome expressions of interest from candidates who are looking to build a long-term career with us.
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