Administration and Client Services Officer (CSO) (Cairns)

Administration and Client Services Officer (CSO) (Cairns)

13 Oct
|
Kelly Wealth Services
|
Cairns

13 Oct

Kelly Wealth Services

Cairns

Love technology, AI, great coffee and helping people?

Whether you're starting your career or looking for your next opportunity, we'd love to hear from you. At Kelly Wealth, we're building the future of financial advice and we're looking for someone who enjoys learning, solving problems, helping clients and finding better ways to do things.

If you're curious about technology, excited by AI, enjoy working with people and want to be part of a supportive team, we'd love to hear from you.

We're seeking an enthusiastic Administrative Client Service Officer to join our Cairns team and play a key role in delivering outstanding client experiences while helping our business run efficiently.

Most importantly, we're looking for someone with the right attitude. We can teach the technical skills.

About Kelly Wealth

Kelly Wealth is passionately committed to helping individuals, families and business owners achieve financial confidence and long-term prosperity. Based in Cairns, we are proud to be one of North Queensland's leading financial advice firms. We invest heavily in our people, our technology and our culture, creating an environment where team members are supported to learn, grow and build rewarding careers.

We were proud finalists in the Cairns Chamber of Commerce Excellence Awards for People Management and believe that our team is our greatest strength.

Why Join Us?

- Flexible working arrangements for the right person
- Five weeks annual leave
- Ongoing training and mentoring
- Career development opportunities
- Exposure to the financial services industry
- Work with leading technology, including Microsoft 365 Copilot and AI-powered tools
- Supportive and collaborative team culture
- Contemporary Cairns CBD office
- Great coffee and a genuinely fun workplace

What You'll Be Doing

As part of our Client Services Team,



you'll help create exceptional experiences for our clients while supporting advisers and operations staff.

Your responsibilities may include

- Welcoming clients and creating a positive first impression
- Managing adviser calendars and coordinating appointments
- Preparing documents and information for client meetings
- Maintaining accurate client records and databases
- Liaising with superannuation funds, insurers and other providers
- Assisting with the implementation of financial advice recommendations
- Supporting compliance and administrative processes
- Using technology and AI tools to improve efficiency and workflow
- Identifying opportunities to make processes smarter and better

No two days are exactly the same, which makes this role both rewarding and varied.

What We're Looking For

We're far more interested in attitude, curiosity and potential than years of experience. You might be the right fit if you:
- Enjoy being organised and paying attention to detail
- Love learning new skills and technology
- Have strong communication and customer service skills
- Take pride in doing things accurately
- Are proactive and enjoy solving problems
- Work well as part of a team
- Have completed, or are completing, Year 12

The Opportunity

This role would suit someone who is:
- Finishing Year 12 this year
- Looking to start a professional career in commerce
- Interested in administration, operations, technology or financial services
- Wanting a workplace where they can learn, grow and develop long-term career opportunities

We don't expect you to know financial planning. We'll provide the training, mentoring and support. We're looking for the right person who wants to build a career with us.

How to Apply

Please email your resume and a brief cover letter telling us why you'd like to join Kelly Wealth to: [email protected]

Applications from Year 12 graduates of 2026 are strongly encouraged.

📌 Administration and Client Services Officer (CSO) (Cairns)
🏢 Kelly Wealth Services
📍 Cairns

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