05 Sep
|
RightTrac Planning
|
Australia
05 Sep
RightTrac Planning
Australia
Do you genuinely enjoy people, have a sharp eye for detail, and want to be part of a team that helps clients reach their financial goals? We’re looking for a Client Support Officer to work 20–24 hours per week, directly supporting one of our advisers. No prior experience is needed - just a keen attitude, robust attention to detail, and a warm, friendly manner.
Our firm is based in Toowoomba, QLD, and we service clients all over Australia. We’re adaptable on when your hours are worked - school hours, around study, or another regular pattern that suits you.
About You
Exceptional attention to detail - you catch the things others miss.
Warm and genuine with people - a valuable listener who enjoys hearing clients’ stories.
Comfortable being the first point of contact, on the phone and in person.
A strong communicator, both written and verbal.
Organised, reliable and able to manage your own workload.
Discreet with confidential client information.
What You’ll Do
Be the first point of contact for our clients - answering calls and emails and welcoming them to the office.
Support one adviser directly with diary management, meeting preparation and follow-up.
Keep client records accurate and up to date in our CRM.
Prepare documents, lodge paperwork with super funds, insurers and platforms, and track it through to completion.
Celebrate the wins with our clients along the way.
What We Offer
20–24 hours per week, with genuine flexibility on days and times.
Full training - no experience required, just the right mindset.
One-on-one support from the adviser you’ll work with.
Some flexibility to work remotely in the future after learning the role.
📌 Client Support Officer Toowoomba (Australia)
🏢 RightTrac Planning
📍 Australia