We are seeking a mature, professional, and highly organised/self motivated Client Services

Officer to provide administrative and client support to a fast paced Senior Financial Planner.

This part-time role (approximately 24 hours per week) is ideal for an experienced individual who enjoys building strong client relationships, managing administrative processes, and contributing to a high standard of client care.

As the first point of contact for clients, you will play a key role in ensuring a seamless and professional experience while supporting the efficient operation of the practice.

Essential Criteria

- Outstanding Client Service Skills

- Demonstrated ability to build rapport and communicate confidently and professionally with clients.
- A genuine commitment to providing exceptional client care and maintaining strong client relationships.
- Strong verbal and written communication skills with excellent attention to detail.

- Solution-Focused Mindset

- Proven ability to identify issues, think critically and implement practical solutions.
- Ability to remain calm under pressure and successfully manage competing priorities.
- A proactive approach to following through on tasks and achieving positive outcomes.

- Administrative and Organisational Capability

- Experience managing administrative processes accurately and efficiently.
- Ability to prioritise and complete time-critical tasks within strict deadlines.
- Strong organisational skills with a high level of attention to detail and accuracy.

- Financial and Business Understanding
- A basic understanding of financial concepts including:
- Superannuation
- Personal taxation
- Capital gains tax
- Financial planning processes
- Previous exposure to financial services, accounting, legal or professional services environments will be highly regarded.

- Stakeholder and Third-Party Liaison Skills

- Confidence in liaising with clients, accountants, superannuation funds, insurers, government agencies and other professional service providers.
- Ability to maintain professional relationships while ensuring matters are progressed efficiently.

- Teamwork and Adaptability

- Comfortable working within a small business where flexibility and a willingness to assist others is essential.
- Prepared to contribute to the overall smooth operation of the office, whether assisting with administrative projects, client events or general office support.
- A positive attitude and willingness to "pitch in" wherever required.

Highly Regarded

- Previous experience in financial planning, wealth management, accounting, banking,



legal practice or another professional services environment.
- Understanding of compliance, client record management and document preparation.
- Experience using Xplan as a CRM system, Microsoft Office and digital workflow platforms.

Personal Attributes The successful applicant will be:
- Mature, dependable and trustworthy.
- Professional and well-presented.
- Empathetic, approachable and client-focused.
- Self-motivated with strong initiative.
- Comfortable taking ownership of tasks and working independently.
- Willing to contribute to a positive and supportive office culture.

Our ideal team member understands that in a small business, every task matters. Whether assisting a client, preparing documentation, liaising with professional partners, organising office supplies or helping host client meetings and events, they take pride in ensuring the office runs smoothly and clients receive an exceptional experience.

Position Description

Adviser Assistant / Client Care & Services Officer (Part-Time – Approx. 24 Hours pw)

Location: Mildura, VIC

Reports To: Senior Financial Planner & Practice Manager

About the Role

This part-time role (approximately 24 hours per week) to support a senior financial planner. You are required to build strong client relationships, manage administrative processes, and contributing to a high standard of client care.

This role is key to ensuring a seamless and professional experience for clients while supporting the efficient operation of the practice.

Key Responsibilities

Client Relationship Management

· Serve as the primary point of contact for client enquiries by phone, email, and in person.

· Build and maintain positive, long-term relationships with clients.

· Coordinate appointments, reviews, and follow-up communications.

· Manage client correspondence and ensure timely responses to enquiries.

Administrative Support

· Prepare and process client documentation and forms.

· Assist with the preparation of Statements of Advice, review documents, and implementation paperwork.

· Maintain accurate client records in accordance with compliance and privacy requirements.

· Manage electronic and physical filing systems.





· Coordinate document collection and client onboarding processes.

Practice Support

· Support the Senior Financial Planner with diary management and meeting preparation.

· Liaise with product providers, platforms, insurers, and other stakeholders.

· Monitor workflow tasks and ensure actions are completed within required timeframes.

· Assist with compliance-related administration and regulatory requirements.

· Contribute to the continuous improvement of office systems and procedures.

· Assist with preparation & execution of client meetings / functions.

Skills and Experience

Essential

· Previous experience in a client service, administration, personal assistant, or office support role.

· Excellent communication and interpersonal skills.

· Professional presentation and a strong customer service focus.

· High level of attention to detail and organisational skills.

· Ability to manage multiple priorities and work independently.

· Strong computer skills, including Microsoft Office applications and working with a CRM tool.

Desirable

· Experience within financial planning, accounting, banking, insurance, or professional services, such as para legal.

· Knowledge of financial planning software (Xplan) and administration systems.

· Understanding of financial planning processes and compliance requirements.

· RG146 qualification (or willingness to undertake training) would be viewed favourably.

Personal Attributes The successful candidate will be:

· Mature, reliable, and professional in their approach.

· Empathetic and client focused.

· Proactive and resourceful.

· Trustworthy with a high level of confidentiality.

· Comfortable working closely with a Senior Financial Planner and a diverse client base.

· Committed to delivering exceptional service and maintaining strong attention to detail.

Employment Details

· Part-time position of approximately 24 hours per week.

· Adaptable working arrangements may be considered.

· Based in Mildura, Victoria.

· Competitive remuneration based on skills and experience.

What We Offer

· A supportive and professional work environment.

· Opportunity to work closely with an experienced Senior Financial Planner.

· Meaningful client interaction and relationship-building opportunities.

· Ongoing training and professional development.

· Flexible part-time hours suitable for work-life balance.

To apply, please submit a cover letter and resume outlining your relevant experience and ability to meet the key selection criteria to [email protected].

📌 Client Care & Services Officer (Mildura)
🏢 Bold Wealth
📍 Mildura