Wealth Planning Administrative Support – Flexible Part-Time Role
Carrick Aland Wealth Planning Pty Ltd is seeking a motivated and organised team member to support our advisers with day-to-day administrative tasks.
This is an excellent opportunity for someone who enjoys supporting others, thrives in a professional environment, and is looking for flexible part-time work.
About the Role
We are looking for a reliable and proactive administrator to assist our Wealth Planning team with essential support tasks. This role is ideal for someone who takes pride in accuracy, is comfortable working in a structured environment, and enjoys being part of a collaborative team.
Key Responsibilities
- Prepare documentation for adviser meetings and client presentations
- Assist with booking and confirming appointments
- Manage administrative workflows and ensure tasks are completed in a timely manner
- Maintain accurate records and data entry within internal systems
- Support advisers with general office and client administration as required.
What We Offer
- Flexible work hours: 3–4 days per week
- Options such as 9:00am–3:00pm or 10:00am–2:00pm, or similar arrangements that suit the right candidate
- A supportive and friendly workplace
- Ongoing training and development
- The opportunity to build a career within the financial services industry.
About You
We are seeking someone who:
- Has strong attention to detail and excellent organisational skills
- Communicates clearly and professionally
- Is comfortable working with technology and learning new systems
- Enjoys assisting others and working as part of a team
- Prior administrative experience is desirable, but not essential—training will be provided.
