📍 Richmond, Melbourne
🏢 5 days in the office
💰 $80K–$85K package including super
💼 Permanent, Full Time
🚀 Career growth opportunity
About the Business
Our client is a highly successful and growing private wealth business with an outstanding reputation for delivering high-quality outcomes for its clients.
They are looking for an experienced Business Support Administrator/Project Administrator to join their team and provide essential administrative, coordination and project support across a range of business and technology initiatives.
This is a great opportunity for someone with 2–3 years’ experience in project administration, project coordination, wealth management or financial services who enjoys taking ownership, solving problems and keeping things moving.
About the Role
As a Business Support Administrator/Project Administrator, you will work closely with project stakeholders and the broader business to ensure projects are well organised, documented and progressing effectively.
Your responsibilities will include:
- Providing day-to-day business administration and operational support across the organisation
- Coordinating internal business activities, appointments, meetings and stakeholder communications
- Managing business records, registers, correspondence and confidential documentation
- Assisting with invoicing, purchase orders, expenses and supplier coordination where required
- Supporting onboarding, team administration and coordination of business requirements
- Liaising with internal teams, clients and external service providers to coordinate business activities
- Maintaining accurate information across business systems and ensuring documentation is up to date
- Assisting with reporting, spreadsheets, data entry and business information management
- Supporting office and operational requirements to ensure the business runs efficiently
- Identifying administrative gaps and contributing to process improvements and more efficient ways of working
- Using platforms including Netwealth and DASH
- Supporting systems and documentation using IPS or similar advice/documentation software
We are looking for a proactive, highly organised and detail-focused Business Support Administrator/Project Administrator who enjoys being the person who keeps things on track.
Ideally, you will have:
- 2–3 years’ experience in business administration, project administration, project coordination or a similar role
- Experience within private wealth, financial planning, wealth management or financial services
- Familiarity with Netwealth and DASH
- Experience with IPS or similar documentation/advice software is highly desirable
- Strong experience providing business and operational support in a professional environment
- Experience coordinating multiple stakeholders, tasks and competing priorities
- Strong Microsoft Office / Excel skills and confidence working across business systems
- Experience with financial administration, invoices, expenses or supplier coordination is desirable
- Strong written and verbal communication skills
- High level of organisation, accuracy and attention to detail
- Ability to work independently, take ownership and proactively identify what needs to be done
- The ability to work autonomously while contributing positively to a high-performing team
Why Join?
This is a fantastic opportunity to join a successful and growing private wealth business and play an important role in supporting meaningful business and technology initiatives.
You’ll have the opportunity to:
- Work across a variety of projects and initiatives
- Gain exposure to senior stakeholders
- Build your project coordination and financial services experience
- Develop your career within a growing organisation
- Take ownership and make a genuine impact
Keywords
Business Support Administrator, Business Administrator, Project Administrator, Project Coordinator, Project Support Officer, Project Officer, Business Support Officer, Administration Coordinator, Wealth Management Administrator, Financial Planning Administrator
Interested?
For a confidential discussion, contact:
📧 nick.reddy@peoplebank.com.au
We are always keen to connect with talented technology professionals. Referrals are welcomed and greatly appreciated.
Peoplebank and Leaders IT are committed to creating a diverse and inclusive workplace where everyone belongs. We welcome applications from people of all backgrounds, identities, and experiences. If you need adjustments to the recruitment process due to your circumstances, please let us know—we’re here to support you.
