Client Service Officer

Ready to kickstart your career with North Queensland's top financial services team?

Be part of a team that inspires financial fitness in our community

Who Are We?

We are North Queensland's largest financial services company. We're proud to have served the region for 35 years and are passionate about making a real difference in our community. With financial planning, tax and accounting, and mortgage broking services under one roof, our purpose is to inspire our community to be financially fit.

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 Financial Planning Client Service Officer, you will play a vital role in ensuring the smooth day-to-day operations of our Financial Planning team. You will support our Financial Advisers by managing a variety of administrative tasks that contribute to the delivery of high-quality advice and an exceptional client experience. You'll also collaborate with other administrative professionals across the business on various projects and process improvements to help drive efficiency and service excellence.

Key functions of the role include:

• Client Service Support: Assist with the preparation and processing of client documentation, including Statements of Advice and client review materials.

• Appointment Coordination: Manage adviser calendars by booking and confirming client meetings, and ensuring all relevant documentation is prepared in advance.

• Platform and Provider Liaison: Submit applications and follow up with product providers (e.g., superannuation and insurance companies) to track progress and resolve outstanding requirements.

• Data Management: Maintain accurate and up-to-date client records in our CRM, ensuring compliance with internal procedures and regulatory standards.

• Process Improvement & Team Collaboration: Work with advisers and other admin staff to streamline processes, contribute to team projects, and support the continuous improvement of operational workflows.

Who We're Looking For

• 2 years of administration experience within a professional or financial services company (desirable)

• Excellent interpersonal and communication skills, both written and verbal

• Professional presentation with a friendly manner and proactive attitude

• Strong IT and computer skills; confident with Microsoft applications and quick to embrace new technology

• Professionalism, confidentiality, and discretion

• 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:

• Smart Money: Competitive starting salary

• Grow Fast: On-the-job training with mentorship from industry professionals

• Keep Learning: Paid study leave and education costs covered for your continuous development

• Save Smart: Discounts on tax returns, accounting, and financial planning services

• Park Free: Free onsite car parking for a hassle-free commute

• Stay Fit: Free access to our onsite gym with top-notch equipment and squash court

• Have Fun: Monthly all-staff catered lunches, quarterly social events, family-friendly functions, and bi-annual team celebrations

• Feel Supported: Employee Assistance & Wellbeing Programs

• Unwind: Fully stocked fridge with beer, wine, spirits, soft drinks, and barista-standard coffee

Ready to join us?
Apply now with your resume and cover letter, and let's start building your career together.