Donmont Capital is seeking an experienced and highly organised Client Support Officer to join our growing financial advice practice on the Gold Coast.

This is a hands-on, all-round client support and administration role with a strong focus on superannuation implementation, client service, annual reviews and adviser support .

Working closely with our Financial Advisers and broader team, you’ll play an significant role in ensuring client advice is implemented accurately and efficiently, while keeping applications, follow-ups and ongoing client administration moving.

About the Role

Your responsibilities will include

- Implementing superannuation and investment advice, including applications, rollovers and account establishment
- Liaising with superannuation funds, investment platforms and other providers
- Managing outstanding requirements and following implementation tasks through to completion
- Assisting with the preparation, coordination and management of our Annual Review book of clients
- Preparing and maintaining client documentation and records
- Managing client communications and responding to administration enquiries
- Maintaining accurate and up-to-date CRM records
- Supporting Financial Advisers with client administration, scheduling and follow-ups
- Monitoring outstanding tasks and ensuring deadlines are met
- Assisting with general practice administration and day-to-day client support




- Helping identify opportunities to improve administrative processes and the overall client experience

About You We’re looking for someone who takes ownership of their work, has excellent attention to detail and enjoys keeping things organised and moving.

Ideally, you’ll have:

- Previous experience within a financial advice or financial planning practice
- Experience with superannuation administration and advice implementation
- Excellent organisational and time-management skills
- Strong written and verbal communication skills
- Confidence communicating with clients, advisers, super funds and product providers
- The ability to manage multiple priorities and follow tasks through to completion
- Strong attention to detail and record-keeping skills
- Experience using CRM systems and financial services platforms
- A proactive approach to problem-solving
- A collaborative attitude and willingness to support the wider team

About Donmont Capital Donmont Capital is a Gold Coast-based financial advice practice focused on providing quality financial advice and a high standard of ongoing service to our clients.

We’re continuing to grow and are looking for an experienced Client Support Officer who can become a key part of our advice team and help us deliver a smooth and professional experience for our clients.

If you have experience in financial planning administration and are looking for your next opportunity within a growing advice practice, we’d love to hear from you.

📌 Client Service Officer (Gold Coast)
🏢 Donmont Capital
📍 Gold Coast