Client Services Officer

2 days ago

Toowoomba, Queensland, Australia McConachie Stedman Full time $60,000 - $80,000 per year

We're looking for a motivated and detail orientated administrative professional to join our Financial Planning team at our new, modern office in Toowoomba.

About us

McConachie Stedman is a team of accountants, advisors and financial specialists that offer services and insights that support businesses and individuals in reaching their goals. We do this through a proactive understanding of our clients at each stage of their life or business. With offices in Toowoomba, Clayfield, Redcliffe and Kingaroy, our team pride ourselves on delivering exceptional client service to both businesses and individuals, and we place a high value on our people and culture.

About the role

We currently have a position available for a full time Client Services Officer in our Financial Planning team. In this role you will provide valuable administrative support to the Para-planners and Financial Planners and deliver exceptional service our clients.

Your responsibilities may include:

  • Arranging client review appointments;
  • Completing all paperwork for client advice and meetings and implement where directed by an Advisor;
  • Organising and processing deposits, withdrawals and switches for clients;
  • Attending to client queries;
  • Ensuring compliance with legislative requirements such as Fee Disclosure and Opt-In; and
  • General office administrational tasks.

The ideal candidate will possess the following:

  • A positive attitude and motivation to grow and develop your skills in this role.
  • Demonstrated industry experience in financial planning or related professional services.
  • Demonstrated ability to complete a range of administrative tasks utilising Microsoft Office products, including spreadsheets, reports, letters and schedules;
  • Excellent attention to detail, with the confidence to speak up when issues are identified;
  • Ability to multitask and prioritise tasks effectively;
  • Excellent personal presentation and communication skills; and
  • Ability to build and maintain professional relationships.

What we offer

At McConachie Stedman we understand your choice of employer is an important one and an investment in your future. We place a high value on our people and offer a range of benefits to support your work/life balance, which include:

  • A supportive and collaborative environment with friendly and approachable Directors and team members to support you as you are learning the new role and progressing in your career.
  • Competitive remuneration aligned with your experience and skills.
  • Flexible work arrangements.
  • Professional development and ongoing training opportunities.
  • Lifestyle benefits including an Employee Discounts program, access to an Employee Assistance Program and annual flu vaccinations.

How to apply

If you're interested in joining our team, please submit a Cover Letter and your resume via Seek. For more information in regards to McConachie Stedman, please visit our website

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