Senior Client Service Officer / Senior Administrator
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Location: Newcastle NSW – Office‐based
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Employment: Full‐Time (full or part time or flexible options available)
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Salary: A$85,000.00/yr – A$90,000.00/yr
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About the Role
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This is a senior, hands‐on position suited to someone who enjoys ownership and accountability. You will be the go‐to person for applications, follow‐ups, and workflow management.
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Key Responsibilities
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- End‐to‐end management of advice implementation and applications
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- Liaising with platforms, providers and internal stakeholders
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- Coordinating client documentation, reviews and ongoing service requirements
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- Managing workflows, follow‐ups and deadlines
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- Supporting advisers with high‐touch, relationship‐focused client service
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- Meeting clients in the office and being part of meetings, end to end communication with clients
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About You
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- 5+ years' experience in a financial planning admin / CSO role
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- Strong knowledge of advice processes and application handling
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- Highly organised, proactive and detail‐oriented
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- Comfortable working in an office‐based, collaborative environment
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- Experience with Midwinter and/or Worksorted highly regarded
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What's on Offer
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- Salary guide: $85,000 – $90,000 + super
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- Stable, professional team with low staff turnover
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- Office‐based role with direct access to advisers
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- A trusted position within a high‐quality advice practice
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- Full or Part Time or Adaptable with other life commitments; daily office attendance required
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- Potential for career growth or continued operations focus
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Apply now or direct message Carolina to discuss further.
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📌 Client Services Officer (New South Wales)
🏢 Advice2Talent
📍 New South Wales
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