Full-time | Zenith Wealth
We're looking for a capable Client Service / Administration Officer to join our Burnie office and support a busy financial advice team.
If you're organised, reliable, good with people, and you genuinely care about getting the details right — you'll do well here.
Why this role (and why now)
Financial planning is a growing profession and it's a great time to build a career in it. More Australians are needing help with retirement, super and long-term planning, and at the same time adviser numbers across the country have reduced significantly over recent years — which means strong demand and long-term opportunity for good people coming into the industry.
About us
We're a well-established advice business with offices in Burnie, Devonport, Launceston (Zenith Wealth) and Carlton North (Moran Partners Financial Planning, Melbourne).
We run a professional, client-first practice, and we take pride in doing things properly — good process, good communication, and strong follow-through.
The role
This is a hands-on position supporting advisers and clients across the full advice process. Your day will be varied, and you'll be a key part of keeping the office running smoothly.
Key responsibilities include:
* Client onboarding and ongoing service support
* Managing workflow, tasks, deadlines and follow-ups
* Preparing documents, file notes and client correspondence
* Liaising with clients, product providers and platforms
* Maintaining accurate client records and compliance documentation
* General office administration and support as required
About you
We're looking for someone who:
* Is organised, proactive and dependable
* Has strong attention to detail (you check your work and care about accuracy)
* Communicates well — in writing, on the phone, and face-to-face
* Is comfortable with systems/technology and learns quickly
* Can manage multiple tasks without dropping the ball
* Enjoys being part of a team and taking ownership
* Experience in financial planning / accounting / professional services is highly regarded — but attitude and capability matter most.
What you'll get
* A stable role in a professional services business
* Real responsibility and the chance to learn quickly
* A supportive team with clear expectations and processes
* Genuine career progression opportunities over time (for the right person)
Location
This role is based in our Burnie office (50 Marine Terrace, Burnie TAS).
How to apply
Send your resume and a short cover letter outlining why you're a good fit.
Email: *********@zenithwealth.com.auPhone: 03 6424 9***Website: www.zenithwealth.com.au
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