Job Description

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, strong attention to detail, and a warm, friendly manner.

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Our firm is based in Toowoomba, QLD, and we service clients all over Australia. We're flexible on when your hours are worked - school hours, around study, or another regular pattern that suits you.

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About You

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Exceptional attention to detail - you catch the things others miss.

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Warm and genuine with people - a good listener who enjoys hearing clients' stories.

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Comfortable being the first point of contact, on the phone and in person.

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A robust communicator, both written and verbal.

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Organised, reliable and able to manage your own workload.

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Discreet with confidential client information.

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What You'll Do

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Be the first point of contact for our clients - answering calls and emails and welcoming them to the office.

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Support one adviser directly with diary management, meeting preparation and follow-up.

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Keep client records accurate and up to date in our CRM.

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Prepare documents, lodge paperwork with super funds, insurers and platforms, and track it through to completion.

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Celebrate the wins with our clients along the way.

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What We Offer

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20–24 hours per week, with genuine flexibility on days and times.

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Full training - no experience required, just the right mindset.

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One-on-one support from the adviser you'll work with.

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Some flexibility to work remotely in the future after learning the role.

📌 Client Support Officer (Toowoomba Regional)
🏢 RightTrac Planning
📍 Toowoomba Regional