
Client Service Administrator
2 days ago
The Role
With a fast growing client base this practice is seeking a full time Client Service Administrator.
The Firm
This financial planning business prides itself on the provision of holistic financial advice that caters to a wide variety of clients. With a versatile, collaborative and hardworking team, they strive to maintain an innovative culture allowing them to provide high quality customer service and continually help their clients reach their financial goals. Maintaining a healthy work life balance and providing staff with both a fulfilling career and an enjoyable work environment is paramount to the business, they aim to achieve this by providing flexible working arrangements where possible and regularly holding team events.
Key Responsibilities include:
- Assisting Financial Advisers with preparation for client meetings through creating financial planning documentation
- Proactively engaging with clients to assist with customer relationship management as well as provision of financial advice.
- Preparation and implementation of investment transactions
- Timely follow up of transactions with fund managers, clients and advisers
- Risk insurance administration.
- Liaising with Super Fund and Insurance providers to obtain information on client policies.
- Centrelink enquiries, paperwork and correspondence (ongoing training)
Successful Applicants Must:
- Be passionate about providing an exceptional level of service, self-motivated, energetic and disciplined
- Demonstrate a strong attention to detail, commitment to excellent customer service and ability to build long lasting relationships with clients.
- Xplan experience preferred
- Have excellent interpersonal and communication skills
- Enjoy working as a valued member of a fast-paced team
- Coordinate and manage timeframes
Benefits and Perks
- Work in a team environment where ideas, knowledge and experience are shared
- Main office in Toowoomba is close to public transport, cafes and retail
- Parking Provided
- Flexible working hours and arrangements available for the ideal candidate
- Salary package will be negotiated with the right candidate and will be dependent on the agreed hours, skills, experience and enthusiasm brought to the role
- Opportunity for internal training and advancement for those seeking it
This position is available for an immediate start for the right candidate. Ongoing training will be supported with the opportunity to transition to additional roles.
If you are seeking a role that encourages personal and professional growth, challenges you and keeps you busy with a growing practice that focusses on the client relationship, then apply now.
All applications should include a resume and covering letter. We thank you for your application. Please note only successful candidates that meet the position criteria and requirements will be contacted.
-
Client Services Officer
2 days ago
Toowoomba, Queensland, Australia McConachie Stedman Full time $60,000 - $80,000 per yearWe're looking for a motivated and detail orientated administrative professional to join our Financial Planning team at our new, modern office in Toowoomba.About usMcConachie 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...
-
Client Care Representative
4 weeks ago
Toowoomba, Queensland, Australia Connect Hearing Australia Full timeClient Care Representative | Clinical Administration | PT - GoondiwindiJoin to apply for the Client Care Representative | Clinical Administration | PT - Goondiwindi role at Connect Hearing AustraliaClient Care Representative | Clinical Administration | PT - Goondiwindi3 days ago Be among the first 25 applicantsJoin to apply for the Client Care Representative...
-
Client Services Assistant
2 days ago
Toowoomba, Queensland, Australia Ozcare Full time $29,970 - $62,000 per year$29.97 per hourPart time positions availableAccess to NFP salary packaging to increase your take home payOzcare has part-time positions available for Client Services Assistants supporting our clients at our beautiful Aged Care Facility.Your RoleAs a Client Services Assistant you'll be looking after the most important people in our organisation - our clients....
-
Client Care Representative
4 days ago
Toowoomba, Queensland, Australia Sonova Full time $60,000 - $80,000 per yearWho we are In a life without sound, our work provides meaning. As a leading provider of innovative hearing care solutions, we are not just a company that makes products: we are a team on a mission to help people enjoy the delight of hearing. To enable a life without limitations, we – through our core business brands Phonak, Unitron, Hansaton, Advanced...
-
Client Liaison Officer
3 weeks ago
Toowoomba, Queensland, Australia Breakaway Toowoomba Inc. Full timeOverview Shape the Future with Breakaway Toowoomba Inc. Breakaway Toowoomba has been a cornerstone of the Toowoomba community for over 36 years, dedicated to empowering individuals with disabilities. From our beginnings as a family-focused organisation offering respite for children, we have expanded to provide a wide range of services, including...
-
Client Care Representative
4 weeks ago
Toowoomba, Queensland, Australia Sonova Full timeLove interacting with people and providing 5-star customer service?Want to make a difference in people's lives?Looking for a role with purpose and potential?We have an exciting opportunity for a dedicated and hands-on customer service/admin professional at our hearing clinic inGoondiwindi, QLD.You will play an important role within our business providing...
-
Client Care Representative
4 days ago
Toowoomba, Queensland, Australia Connect Hearing Australia Full time $60,000 - $80,000 per yearLove interacting with people and providing 5-star customer service?Want to make a difference in people's lives?Looking for a role with purpose and potential?We have an exciting opportunity for a dedicated and hands-on customer service/admin professional at our hearing clinic inGoondiwindi, QLD.You will play an important role within our business providing...
-
Administration Officer
2 days ago
Toowoomba, Queensland, Australia Darling Downs Hospital and Health Service Full time $60,000 - $90,000 per yearJoin Darling Downs Health as an Administration Officer supporting the Geriatric, Adult Rehabilitation and Stroke Services (GARSS) team across Toowoomba Hospital and Baillie Henderson Hospital. In this dynamic outpatient role, you'll be the backbone of smooth operations—delivering high-quality, confidential administrative support that truly makes a...
-
Client Executive
4 days ago
Toowoomba, Queensland, Australia Aon Full time $60,000 - $120,000 per yearClient Executive | ToowoombaFlexible working arrangement plus great benefitsYou will be joining a team with excellent growth opportunitiesPosition will suit someone who is driven and seeking a new challengeThe OpportunityWe are seeking a Client Executive to join our Toowoomba National Team, which specialises in the delivery of best-in-class risk management...
-
Administration Officer
2 days ago
Toowoomba, Queensland, Australia Darling Downs Hospital and Health Service Full time $60,000 - $90,000 per yearJoin a team where your attention to detail and data skills help shape public health outcomes across the region. As an Administration Officer – Data, you'll support the Public Health Unit by managing and improving data quality for key programs in immunisation, communicable disease, and environmental health. This role is ideal for someone who enjoys working...