Administration Officer

4 days ago

Northern QLD, Australia My Fortress Townsville Full time $60,000 - $80,000 per year

Are you passionate about delivering exceptional client support and creating seamless experiences? Join our dynamic financial planning team as an Administration Officer, where your friendly and proactive approach will make a real difference.

Who Are We?

We are North Queensland's largest financial services company, proudly serving the region for over 35 years. Our purpose is to inspire our community to be financially fit, offering financial planning, tax and accounting, and mortgage broking services all under one roof.

We live by our trademark values Connected, Assertive, Reliable and we're looking for highly motivated, hardworking, and positive people to join our growing team.

The Opportunity

As a key member of our administration and client support team, you'll take pride in ensuring every client feels informed, supported, and valued throughout their journey with our advisers. From first contact to final follow-up, you'll help create a positive and professional experience that reflects our commitment to excellence.

What You'll Do
  • Provide high-quality administrative support across financial planning, accounting and mortgage broking teams
  • Be the first point of contact for clients, offering a warm and helpful presence
  • Coordinate client communications and appointment scheduling
  • Submit applications and follow up with product providers (eg. superannuation and insurance companies) to track progress and resolve outstanding requirements
  • Assist professional team members with documentation and follow-ups
  • Ensure all client interactions are handled with care, accuracy, and confidentiality
What We're Looking For
  • A natural focus on quality, accuracy, and professional presentation in all aspects of your work
  • You're purpose-driven and take pride in contributing to a team that empowers clients to become financially fit and confident in their future
  • Strong organisational skills and attention to detail
  • Excellent communication and interpersonal abilities
  • A genuine passion for client service and supporting others
  • Experience in financial services or professional administration is a plus
  • Self-initiative, curiosity, and a passion for learning – we want you to ask questions, clarify information, and be proactive in your growth
Why Join Us?

At My Fortress, we don't just offer jobs – we build careers. With on-the-job training, mentorship, and paid study leave, your growth is our priority. Here are more reasons to join our team:

  • Competitive starting salary
  • Exposure to a diverse range of services and career development opportunities
  • Grow Fast with On-the-job training with mentorship from industry professionals
  • Paid study leave and education costs covered for your continuous development
  • Free onsite car parking for a hassle-free commute
  • Free access to our onsite gym and squash court
  • Monthly all-staff catered lunches, quarterly social events, family-friendly functions, and bi-annual team celebrations & a fully stocked fridge with beer, wine, spirits, soft drinks, and barista-standard coffee
  • Employee Assistance & Wellbeing Programs

Ready to join us?

Apply now with your resume and cover letter, and let's start building your career together.

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