Role: Admin, Adviser wrangler & all-round superstar.

Location: Your time will be spent between our two offices in Richmond & Penrith.

Permanent part time – 20 hrs per week (4 days x 5 hours).

Creo Wealth is a growing financial planning practice with offices in Penrith & Richmond. We take pride in being planners that have a secret ingredient…. personality. We live and breathe our company values of caring for our clients & our people, family, love & respect for all and our passion for learning. We love what we do and we are looking for an admin superstar who shares our values (and has personality, just like us).

Your days will be a mixture of chatting with clients to book in their appointments, helping our adviser with keeping his diary and mailbox in check, looking for ways to improve our office procedures (and writing them), a little bit of marketing (we love Facebook) as well as putting your ideas out there on how we can do better If you love a role that you can really get excited about and where you will be supported with your ideas when it comes to making a (sometimes) boring topic like finance fun, then we want you!

You don’t need experience in Financial Services, but it would help if:

  • you have used a computer before (FYI we are Mac people)
  • you like coffee (and don’t mind running to the local café to grab one for us)
  • you have the patience of a saint. We have some older clients, and they deserve your time & empathy
  • you are a bit tech savvy, we try to automate things where we can.

Let’s talk about money: this role is covered by the Banking, Finance and Insurance Award 2020 (“the Award”) Level 4 and the hourly rate starts at $25.62. You must have a legal right to work in Australia.

Think this role has your name all over it?

A couple of other things to note:

  • Our offices are not close to train stations so will need to have your own transport
  • We can be a little flexible with days & hours.

So, tell us why you think you’d be a great member of the Creo Wealth family, but keep it short (25 words or less) along with your current resume to: And one more thing, let us know if you drink coffee 🙂

No agencies, please. Creo Wealth is an equal opportunity employer. We encourage applications from people of diverse ethnic, cultural, and gender identities.

If you apply for this role, please mention you saw it advertised via Hills District Mums.