Pitcher Partners

Client Service Administrator – Private Wealth

Pitcher Partners  •  Perth, AU (Onsite)  •  6 days ago
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Job Description

Pitcher Partners Wealth WA is seeking an experienced Client Service Administrator to join our private wealth team. This role is suited to someone who has outgrown transactional administration and wants exposure to more sophisticated client work, within a firm that values quality, professionalism and long-term career development.

About Us

Pitcher Partners is a national advisory firm recognised for delivering high-quality advice to private clients and family groups. We offer a genuine alternative to larger firms — combining strong technical capability with a more personal, collegiate working environment.

Our “Lead Your Way” philosophy reflects our focus on helping our people build meaningful, long-term careers, supported by strong mentoring and development.

The role

You will play a key role in supporting advisers servicing
high net worth clients, including:

  • Preparing client documentation and reports for meetings
  • Coordinating advice implementation and client onboarding
  • Managing compliance documentation and workflows
  • Maintaining high-quality client data (Xplan)
  • Assisting with reporting and ongoing client servicing
  • Supporting and guiding a junior team member

This is a senior support role with real ownership and accountability.

About you

  • Minimum 12 month’s experience in financial planning support
  • Strong attention to detail and organisational capability
  • Experience using Xplan and Microsoft Office
  • Comfortable working across multiple advisers
  • Proactive, solutions-focused mindset

Why this role

  • Exposure to complex, high net worth client work
  • A close-knit, high-performing team environment
  • Flexible working arrangements
  • A firm that invests in its people and culture

Apply

If you are looking to step into a more sophisticated role within a respected private wealth firm, we encourage you to apply.

Pitcher Partners

About Pitcher Partners

Accounting and business advisory experts sharing insights about issues impacting family-controlled and privately owned businesses, high net-worth individuals, the public sector and NFP organisations.

Pitcher Partners is an association of independent full service accounting, audit and advisory firms with a long standing reputation for providing superior expertise and advice to clients with a particular focus on the middle market. In fact, when we formed in 1991, we did so with the specific goal of providing services to these middle market businesses who we believed then and still believe today deserve the best possible accounting and advisory services.

Now, with more than 140 partners and 1300 staff across the association, we have resources and depth of technical expertise few can match. We are large enough to meet the challenges presented by our clients, regardless of their size or location, but have retained the ability to maintain close and personal involvement with them and with each other.

Several Pitcher Partners partners and directors are represented on high profile committees where we particularly represent and advocate for the interests of the middle market.

Industry
Accounting & Tax
Company Size
1,001-5,000 employees
Headquarters
Docklands, AU
Year Founded
1991
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