Exciting opportunities are available for Client Service Officers to join our team. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this. A successful and reputable firm with over 50 employees, spanning across our offices in Brisbane, Maroochydore, Adelaide and the Hunter Valley. We have roles available at our head office in Brisbane and satellite office in Maroochydore, and individuals will have the chance to join a high performing and growing business.

Benefits of working at Sherrin Partners:

- Salary sacrifice options

- Study remuneration packages

- Quarterly social activities

- Desirable office locations

- Work for a company that drives progress and success

- Work with industry leading advisers

- Opportunity to grow and develop within a progressive, growing and successful business

Working as a part of our service team you will be responsible for:

- Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required





- Manage the implementation of strategy and processing of all documents

- Manage all work in progress (WIP)

- Maintain and update relevant systems and databases

- Manage client inquiries with sophistication, empathy and professionalism

- Liaise with providers

To be considered for this opportunity you require:

- Proven administration experience

- High attention to detail

- Strong time management skills

- Ability to adopt new systems and processes efficiently

- Ability to prioritise and organise tasks

- Strong computer and data management skills

- Experience in a similar role in financial services (preferred, not mandatory)

- Determination to succeed, commitment to the business and an eagerness to learn

- Bachelor degree in related field or working towards this qualification (preferred, not mandatory)

If you are interested in this unique opportunity, please email a cover letter and CV to Eliza Moloney at ••••@sherrinpartners.com.au.

Please apply directly - we are not accepting applications through recruitment agencies.

📌 Client Service Officer (Financial Planning Assistant) (Brisbane)
🏢 Sherrin Partners
📍 Brisbane