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- Immediate start 3-month contract within a professional financial planning environment
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- Advanced implementation exposure across super, investments, insurance and SMSF
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- Brisbane CBD location with 1 day work from home
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About the Client
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Our client is a reputable financial planning organisation operating within a regulated AFSL environment. With a strong focus on compliance, accuracy and adviser service standards, they provide structured and high-quality administration support across superannuation, pensions, investments and insurance.
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About the Role
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As a Senior Customer Service Officer within the Administration Services team, you will deliver advanced administrative and technical implementation support while acting as a key knowledge resource for the broader team.
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Key Responsibilities
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- Manage advanced implementation across superannuation, pensions, investments, insurance and SMSF
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- Process rollovers, rebalances, account changes, buy/sell transactions and annuity setups
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- Maintain accurate and compliant data entry within Xplan
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- Complete implementation checklists within required timeframes
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- Liaise professionally with advisers, providers and internal stakeholders
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- Ensure documentation standards and research accuracy are consistently maintained
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What's in it for You?
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- 3-month contract opportunity with immediate impact
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- Exposure to complex technical financial planning implementation
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- Professional and structured team workplace
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- Hybrid working model (4 days office, 1 day work from home)
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- Opportunity to work within a compliance-focused AFSL setting
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About You
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- Minimum 2 years' experience within an Australian financial planning practice or dealer group
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- Advanced Xplan experience (essential)
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- Strong understanding of superannuation, investments and insurance implementation
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- High attention to detail and strong organisational skills
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- Confident communicator with professional written and verbal skills
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- Proactive, adaptable and team-oriented
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If you're an experienced CSO ready to step into a senior-level contract role, apply now or reach out for a confidential discussion.
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Due to the high volume of applications, only shortlisted candidates will be contacted directly. We appreciate your understanding.