Administration and Client Services Officer (CSO)
Love technology, AI, great coffee and helping people?
Whether you're starting your career or looking for your next chance, 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 enthusiasticAdministrative Client Service Officerto 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
Modern 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.
Applications from Year 12 graduates of **** are strongly encouraged.
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📌 Administration And Client Services Officer (Cso) (Queensland)
🏢 Kelly Wealth Services
📍 Queensland