Client Service Administrator
4 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 Manager
1 week ago
Toowoomba, Queensland, Australia Private Advertiser Full time $60,000 - $80,000 per yearAre you a positive and motivated individual with a high attention to detail and exceptional time management skills?We currently have a position available for an a full time Client Services Manager to join our Financial Planning team. Based in our Toowoomba office, the role is well suited to an energetic and proactive person with exceptional organisational...
-
Senior Client Services Manager
11 hours ago
Toowoomba, Queensland, Australia Catalina Consultants Full time $90,000 - $120,000 per yearABOUT Our client is a family-focused financial advisory firm dedicated to helping people live confidently and comfortably by providing tailored, holistic financial strategies. As part of a respected network of high-quality advisory firms, they play a key role in building an exceptional services group known for trust and excellence. Their expert team goes...
-
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...
-
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...
-
Client Care Representative
4 days ago
Toowoomba, Queensland, Australia Neurosensory Full time $60,000 - $80,000 per yearWe have an exciting opportunity for a dedicated and hands-on Client Care/Admin professional at our hearing clinic in Toowoomba, located in the Medici Medical Centre.This is a permanent, part-time role working 4 days (32 hours) per week, Tuesday to Friday 8:30am to 5:00pm.Who are we?Neurosensory is a complete hearing health care company, with 24 clinics in...
-
Client Care Representative
2 days ago
Toowoomba, Queensland, Australia Neurosensory Full time $60,000 - $80,000 per yearWe have an exciting opportunity for a dedicated and hands-on Client Care/Admin professional at our hearing clinic in Toowoomba, located in the Medici Medical Centre.This is a permanent, part-time role working 32 hours per week, Tuesday to Friday 8:30am to 5:00pm.Who are we?Neurosensory is a complete hearing health care company, with 24 clinics in Queensland,...
-
Administration Manager
4 days ago
Toowoomba, Queensland, Australia Integrated Services QLD PTY LTD Full time $50,000 - $60,000 per yearOverviewIntegrated Services QLD is on the hunt for a hardworking and customer-focusedAdministration Manager to join our growing team.About IntegratedIntegrated Services QLD is a local, family-operated business with a reputation fordelivering outstanding service to our customers. We offer an incredibly broad rangeof services to our clients, including joinery...
-
Administration Officer
11 hours ago
Toowoomba, Queensland, Australia Therapy Alliance Group Full time $67,200 - $90,000 per yearABOUT TAGTAG is expanding Let us tell you our story so far. Therapy Alliance Group (TAG) was originally founded way back in 2004 and is now a thriving multidisciplinary allied health organisation with six clinical practice locations in Toowoomba; Aspley; Morayfield, Mansfield and Beenleigh. This growth was based on a reputation for exceptional care and...
-
Contracts Administrator
2 weeks ago
Toowoomba, Queensland, Australia McGrath Estate Agents Toowoomba Full time $60,000 - $80,000 per yearAbout UsAt McGrath Toowoomba, we're more than a real estate agency—we're a trusted part of our community. We pride ourselves on delivering a 6-star client experience built on integrity, professionalism, and genuine care. Our leadership team—Principal Heston Marino, Head of Sales Brian Baker, and Head of Operations Sarah Thomson—combine deep local...
-
Administration Support Officer
4 days ago
Toowoomba, Queensland, Australia Ozcare Full time $35,440 - $73,920 per year$35.45 per hourFixed-term Part-time position available - until 2/01/2026Ozcare has a fixed- term part-time opportunity available for an Administration Support Officer at our Toowoomba Community Care Branch. Your RoleYou'll be the first point of contact for the service, managing our reception and being part of a busy administration team who provide...