Gold Coast, QLD | Full-Time | On-Site
Client Support Officer - Financial Advice
Gold Coast, QLD | Full time | On-Site
About Donmont Capital
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.
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.
About the Role
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.
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.
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.
What You'll Be Doing
Annual Reviews & Client Servicing
Coordinate the administration of our Annual Review book
Prepare client files and documentation ahead of review meetings
Schedule Annual Reviews, client catch‐ups and adviser appointments
Obtain updated client information, statements and supporting documentation
Assist with product and superannuation research where required
Prepare and process documentation following client reviews
Follow up outstanding review actions and client requirements
Assist with beneficiary nominations and ongoing account servicing
Maintain accurate and up‐to‐date client records and review workflows
Advice Implementation & Adviser Support
Manage the administration and implementation of financial advice
Prepare and process applications, platform documentation and implementation paperwork
Establish superannuation, pension and investment accounts
Process and monitor rollovers,



consolidations and contributions
Liaise with superannuation funds, investment platforms and other product providers
Follow up outstanding or rejected transactions through to completion
Keep clients and advisers updated throughout the implementation process
Provide day‐to‐day administration support to our Financial Advisers
Coordinate appointments, follow‐ups and outstanding client actions
Manage client and provider correspondence
Maintain accurate CRM records, documentation and workflows
Ensure administration and implementation tasks are completed accurately and on time
About You
We're looking for someone who is:
Highly organised with excellent attention to detail
Proactive and comfortable taking ownership of tasks from start to finish
Able to manage multiple clients, workflows and competing deadlines
A confident written and verbal communicator
Comfortable liaising with clients, advisers and product providers
Able to work independently while being part of a collaborative team
Confident working within structured financial advice and compliance processes
Focused on providing a high standard of service to both clients and advisers
Previous experience in a Client Services Officer, Adviser Support, Advice Implementation or Financial Planning Administration role is highly desirable.
Experience with superannuation and investment platforms, financial planning software and CRM systems will also be highly regarded.
Why Join Donmont Capital?
Join a growing and established Gold Coast financial advice firm
Work closely with experienced Financial Advisers and a supportive advice team
Gain exposure across the complete financial advice process
Take genuine ownership of your responsibilities and client workflows
Ongoing training and development opportunities
Competitive remuneration based on experience and capability
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.
Applications are now open.
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📌 Client Services Officer (Gold Coast)
🏢 Donmont Capital
📍 Gold Coast