Administrative Support Professional

4 days ago


Toowoomba, Queensland, Australia beBeeCommunication Full time $61,265 - $71,421
Job Opportunity

We are seeking a skilled professional to fill the role of Client Services Officer in our Toowoomba, Australia office.

The ideal candidate will provide administrative support to our Financial Advisers, ensuring efficient workflow management and exceptional client service.

  • Prepare accurate reconciled client review reports for Advisers.
  • Liaise with fund managers and maintain client portfolios through financial planning software.
  • Book appointments, manage documents and data entry and deliver general ad-hoc administrative support.
  • Deliver quality service and outputs to clients in both written and verbal form.

Key Requirements:

  • Client Services experience.
  • Excellent client and stakeholder relationship skills.
  • Attention to detail and organisational skills.
  • Ability to empower other people to learn and develop.

About This Role:

This is an exciting opportunity to join a growing passionate team that values a client-first approach. Our team has a wealth of knowledge in Client Services and financial planning, and we empower our people to operate from wherever they find themselves most engaged, productive and collaborative.

Join Our Team:

Start your financial planning career with a supportive team and resources.



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