11 Dec
All Financial Services
Darwin City
About us:
All Financial Services (AFS) is a leading financial services provider based in Darwin, proudly serving clients throughout the Northern Territory and across Australia for over 25 years. Our experienced team of seven is committed to achieving together, earning trust and making a difference in the lives of our clients.
We support individuals in navigating life’s significant financial milestones. From your first investment to planning for retirement, we help clients live the life they want.
About the position:
We are seeking a full time Client Services Officer to join our team.
This position is responsible for supporting our Advisers and clients and ensuring smooth office operations. You will be responsible for delivering high-quality administrative and client service support across a variety of day-to-day tasks including, but not limited to:
- Managing client communications and queries via phone, email and in person.
- Coordinating client meetings and follow-ups.
- Preparing meeting materials for Adviser–client meetings.
- Maintaining accurate client records and data within our CRM (XPlan) and other systems, ensuring adherence to our regulatory requirements.
- Preparing and processing client forms, implementation requests and other documentation.
- Liaising with institutions and super funds to support operational needs.
- Assisting with general office administration.
About You:
- Proven administration experience with the ability to prioritise tasks and meet deadlines.
- Proficiency in Microsoft Office Suite and experience with financial planning software (XPlan preferred).
- Proven ability to resourcefully solve problems to support our team.
- Strong verbal and written communication skills to engage confidently with clients and product providers.
- A willingness to learn as regulations and technologies continue to evolve.
- Ability to adapt in a fast-paced environment where priorities may shift.
- Experience in a Client Services position within the Financial Planning, Accounting or Broking industry will be highly regarded.
The successful applicant will have full working rights in Australia and will be required to provide a satisfactory National Police Check before commencing employment.
The culture and benefits at AFS:
- Competitive salary $65,000 - $75,000 + Super. Based on experience and qualifications.
- A modern office in Darwin City with onsite carparking available.
- Work in a close-knit, supportive team with regular team catch ups, social events and moments of fun throughout the year.
- Proven staff retention due to a values driven culture.
- Access to industry-leading training and a strong mentorship, to ensure a successful onboarding and long-term career development.
- The opportunity to further embed yourself in the local community, with AFS proudly supporting organisations like Variety Children’s Charity and local sporting clubs.
How to Apply:
If you are motivated, personable, and excited about developing your career in the Financial Planning industry, we would love to hear from you!
To apply for the Client Services Officer position, please submit your resume along with a cover letter outlining your experience and why you would be a great fit for AFS.
Job Type: Full time
Pay: $65,000.00 – $75,000.00 per year
Experience:
- Administration: 1 year (Required)
Work Authorisation:
- Australia (Required)
Work Location: In person
📌 Client Services Officer (Darwin City)
🏢 All Financial Services
📍 Darwin City
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