An established and growing financial planning practice in Toowoomba is seeking a Client Service Officer to join its professional team.
This is an excellent opportunity for an organised and detail-focused administration professional who enjoys working with clients and supporting a team of experienced advisers.
The practice provides personalised financial advice to individuals and families, helping clients achieve their financial goals through quality advice, strong relationships and exceptional service. Working closely with Financial Advisers, Administration and Paraplanning teams, you will play an important role in supporting the delivery and implementation of financial advice.
This is a hands-on role suited to someone who enjoys variety, takes pride in accuracy and is motivated by providing excellent client service.
Key responsibilities will include
- Preparing and processing client applications and implementation paperwork
- Implementing financial planning recommendations and following matters through to completion
- Liaising with clients, superannuation funds, investment platforms, insurers and external providers
- Following up outstanding applications, transactions and documentation
- Preparing and maintaining accurate client files and records
- Providing administration support to the wider financial planning team
- Assisting with the smooth day-to-day operation of the practice
You will be professional, organised and detail-oriented, with the ability to manage multiple priorities while delivering a high level of service. Ideally, you will have:
- Previous experience in a Client Service Officer, administration or similar role within financial planning, financial services or professional services
- Strong organisational skills and the ability to prioritise competing tasks
- Excellent attention to detail and accuracy
- Strong written and verbal communication skills
- Confidence communicating with clients and external providers
- Valuable problem-solving skills and the ability to learn new systems and processes
- Strong computer skills, including Microsoft Office
- The ability to work independently while contributing positively as part of a team
If you are looking for a role where your organisational skills, attention to detail and commitment to client service will be valued, we would love to hear from you. Apply now to find out more about this opportunity.