Financial Support Specialist

1 week ago


Gold Coast, Queensland, Australia beBeeImplementation Full time $73,000
Client Service Officer Role

The Company is a leading Financial Services firm located on the vibrant Gold Coast. Due to phenomenal growth in the past five years, an opportunity has been created for a Client Service Officer to join the company in a support capacity to the Financial Advisers.

Responsibilities:

  • The responsibility for the day-to-day administration and strategy implementation activities for the firm's clients.
  • Supporting all aspects of compliance and best practice.
  • Ability to prioritize tasks, multitask and shift focus when required.

Key Requirements:

  • At least two years experience in a Client Service Officer role within the financial planning industry (essential).
  • A passion for implementation.
  • Enthusiasm and a proactive approach with the ability to take initiative.

What We Offer:

  • Lively social club with epic quarterly events and regular staff drinks on a Friday.
  • A company that celebrates work life balance.
  • Opportunity to remain in Client Services or advance your career into Financial Planning with great mentors who will support you in your professional year.

Make a Career Move:

  • Seize this opportunity to grow professionally and personally.


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