Data Entry/Administrator (Fixed Term Contract)

Position Summary

We are seeking detail-oriented and proactive Data Entry / Administrators to join our financial planning operations teams in Sydney and Brisbane on a 3-month fixed-term basis.

This is an excellent opportunity for motivated individuals—such as university students on break or early-career professionals—to gain valuable experience within a dynamic financial services environment. The successful candidates will play an integral role in maintaining data accuracy, streamlining administrative processes, and supporting our broader mission of operational excellence.

This role can be located in Sydney, Australia or Brisbane, Australia. 

Primary Responsibilities

• Review and validate existing client data, ensuring accuracy and completeness during migration into Xplan or other financial planning systems.
• Enter, update, and maintain client information in accordance with company policies and data integrity standards.
• Cross-check all entries to ensure data accuracy and compliance with privacy regulations.
• Support the preparation, processing, and organization of client documentation and reports.
• Maintain structured digital and physical filing systems for efficient record management.
• Assist with general administrative tasks and team support as required.
• Collaborate with internal stakeholders to ensure timely updates and consistent data management practices.

Qualifications & Experience

• Prior experience in data entry or administrative support, ideally within a professional or financial services environment.
• Exceptional attention to detail, accuracy, and organizational skills.
• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Ability to work both independently and collaboratively in a team setting.
• Familiarity with financial planning software such as Xplan is advantageous but not essential.
• No specific qualifications required—training will be provided.

This is a fixed-term position with a full-time equivalent base salary of $65,000 + superannuation.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees.  Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. 

About Focus Partners Australia 

Focus Partners Australia, the Australian business unit of Focus Partners, offers integrated capabilities in accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, Focus Partners Australia leverages the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow and transition their wealth at every life stage.

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.