Infocus has been providing financial advice for Australians from all walks of life since 1994. The Infocus North QLD office is locally owned and has grown to become one of the region’s leading advisory firms. Our teams are situated in Mackay, the Burdekin, Townsville and Cairns and comprise of expertly trained Financial Planners and support staff. We have also built an extensive network of other professionals who are ready to help our clients through any situation.

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a full time, permanent opportunity based in our Mackay office.

You'll be working in a small team environment where you will provide high quality support and assistance to our Financial Planners. This position is well suited to an experienced, highly effective, administrator who is seeking a new opportunity. The demands of the job are full time. However, there is some flexibility around working hours to support work/life commitments if required.

Essential requirements:

- Be client focused;

- Strong administrative and computer skills;

- Superior communication skills, both written and verbal;

- Attention to detail and problem solving;

- Ability to work independently;

- Professional personal presentation;

- Experience as a CSO in a financial planning practice is not essential but would be viewed favourably

The key responsibilities are:

- Reception Duties:

- Greeting clients warmly and managing phone and email enquiries professionally.





- Scheduling appointments and managing the calendar for the financial planning team.

- Performing other administrative duties as required.

- Financial Planning Administration:

- Assisting with client onboarding, compliance documentation, and file management.

- Updating and maintaining client records in our CRM system.

- Preparing and lodging administrative paperwork related to financial plans and strategies.

How we will support you:

Your initial training plan will include, but not limited to, the following;

- Your initial training will be centred around our IT solutions and the Client Relationship Management software (Platformplus). You'll learn our systems and processes in relation to client management and our advice process.

- Following your initial training, you' will transition into being trained in Client review and form preparation, appointment planning, submitting of documents and implementation processes

Why Infocus NorthQld?

- Supportive Team Culture: Become part of a team that is Supportive, positive and collaborative & passionate about delivering quality service.

- Comprehensive training and development program to support your professional growth

- Career Advancement: Grow with us as we expand, with numerous opportunities to enhance your skills and responsibilities.

- Impactful Work: Play a vital role in our client-focused approach, making a real difference in their financial well-being.

If you meet the above criteria and would like the opportunity to join Infocus, please submit a covering letter and current resume via the link below.

📌 Client Service Officer (Mackay)
🏢 Infocus North QLD
📍 Mackay