Job Description

Gold Coast, QLD | Full-Time | In office

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Client Support Officer - Financial Advice

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Gold Coast, QLD | Full-Time | On-Site

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About Donmont Capital

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Donmont Capital is a growing Gold Coast financial advice firm with more than 20 years of experience helping Australians build, protect and manage their wealth.

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We're a close-knit and ambitious team that takes pride in delivering high-quality advice and an exceptional client experience. We're continuing to grow and are looking for an experienced Client Support Officer to join our team.

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About the Role

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This is a hands‐on administration and adviser support role working closely with our Financial Advisers and broader advice team across Annual Reviews, advice implementation and ongoing client servicing.

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You'll help coordinate our Annual Review book, implement financial advice, manage client and provider administration, and provide day‐to‐day support to our advisers.

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We're looking for someone who is organised, proactive and takes ownership of their work — particularly when it comes to keeping workflows moving and following outstanding matters through to completion.

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What You'll Be Doing

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Annual Reviews & Client Servicing

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- Coordinate the administration of our Annual Review book
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- Prepare client files and documentation ahead of review meetings
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- Schedule Annual Reviews, client catch‐ups and adviser appointments
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- Obtain updated client information, statements and supporting documentation
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- Assist with product and superannuation research where required
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- Prepare and process documentation following client reviews
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- Follow up outstanding review actions and client requirements
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- Assist with beneficiary nominations and ongoing account servicing
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- Maintain accurate and up‐to‐date client records and review workflows
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Advice Implementation & Adviser Support

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- Manage the administration and implementation of financial advice
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- Prepare and process applications, platform documentation and implementation paperwork
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- Establish superannuation, pension and investment accounts
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- Process and monitor rollovers, consolidations and contributions
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- Liaise with superannuation funds, investment platforms and other product providers
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- Follow up outstanding or rejected transactions through to completion
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- Keep clients and advisers updated throughout the implementation process
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- Provide day‐to‐day administration support to our Financial Advisers
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- Coordinate appointments, follow‐ups and outstanding client actions
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- Manage client and provider correspondence
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- Maintain accurate CRM records, documentation and workflows
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- Ensure administration and implementation tasks are completed accurately and on time
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About You

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We're looking for someone who is:

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- Highly organised with excellent attention to detail
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- Proactive and comfortable taking ownership of tasks from start to finish
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- Able to manage multiple clients, workflows and competing deadlines
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- A confident written and verbal communicator
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- Comfortable liaising with clients, advisers and product providers
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- Able to work independently while being part of a collaborative team
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- Confident working within structured financial advice and compliance processes
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- Focused on providing a high standard of service to both clients and advisers
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Previous experience in a Client Services Officer, Adviser Support, Advice Implementation or Financial Planning Administration role is highly desirable.

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Experience with superannuation and investment platforms, financial planning software and CRM systems will also be highly regarded.

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Why Join Donmont Capital?

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- Join a growing and established Gold Coast financial advice firm
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- Work closely with experienced Financial Advisers and a supportive advice team
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- Gain exposure across the complete financial advice process
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- Take genuine ownership of your responsibilities and client workflows
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- Ongoing training and development opportunities
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- Competitive remuneration based on experience and capability
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If you're experienced in financial advice administration and looking for a role where you can take ownership of Annual Reviews, advice implementation and adviser support, we'd love to hear from you.

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Applications are now open.

📌 Client Services Officer (City of Gold Coast)
🏢 Donmont Capital
📍 City of Gold Coast