Client Service and Office Coordinator, Upper Mount Gravatt

MIQ Corporate Services; Brisbane; On-site; AUD 50,000 - 65,000; Full time

Job summary

MiQ Private Wealth in Upper Mount Gravatt is seeking a proactive Client Service and Office Coordinator to support the client journey and keep the office running smoothly. You will balance front-of-house duties with contact management, appointment preparation, documentation, and collaboration with advisers, ensuring a consistently welcoming and professional experience.

You will also assist with recording client information in Xplan and related systems.

Qualifications

• Experience in client service, administration or reception.
• Experience in professional-services support is advantageous.
• Strong attention to detail and communication skills.

Responsibilities

• Provide high quality client service and office coordination.
• Coordinate appointments, prepare documentation, and manage records.
• Welcome visitors and manage reception and front-of-house.
• Support advisers and maintain office standards.

Skills

Client service

Administration

Reception

Office coordination

CRM experience

Tools

Microsoft Office

Xplan

Job description

Client Service and Office Coordinator, Upper Mount Gravatt

An exciting opportunity exists for a proactive and highly organised Client Services & Office Coordinator to join our established Upper Mount Gravatt team. This is a varied and important role at the heart of the client experience. You will provide high quality support throughout the financial advice process while also being a welcoming first point of contact for clients, visitors and service providers. Working closely with Financial Advisers, Client Service Managers and the broader MiQ team, you will help ensure client requests, documentation and follow-up actions are completed accurately and on time, appointments are well prepared, and the office provides a consistently professional and welcoming experience. This role will suit someone who enjoys variety, takes pride in getting the details right, and is comfortable balancing client service administration with reception and day-to-day office coordination.

Key responsibilities

• Support clients: Deliver friendly, responsive and professional service across each stage of the client advice journey.
• Coordinate appointments: Assist Client Service Managers to manage bookings, confirmations, meeting preparation and client follow-up activity.
• Prepare documentation: Assist with the preparation, issue and recording of client correspondence, forms, reports, applications and meeting documentation.
• Maintain records: Ensure client contact, tasks, file notes and documents are recorded accurately and promptly in Xplan and other approved systems.
• Progress client matters: Follow up outstanding information, documentation, applications and service requests to help achieve timely client outcomes.
• Welcome visitors: Manage reception, incoming calls and visitors to ensure every client receives a professional and welcoming experience.
• Coordinate the office: Maintain meeting rooms, office supplies, mail, bookings and front-of-house presentation to a consistently high standard. Provide support to other offices as required.
• Work collaboratively: Provide reliable support to all members of team, escalating matters appropriately and contributing to continuous improvement.

About you

• Previous experience in client service, administration, reception, office coordination or professional-services support.
• Financial planning, private wealth, accounting, banking, insurance or legal experience will be highly regarded.
• A polished, warm and professional approach, with a genuine commitment to delivering an exceptional client experience.
• Strong planning and time management skills, with the ability to balance daily front-of-house priorities with competing client service tasks.
• Excellent attention to detail in documentation, data entry, record keeping and follow-up.
• Confident and professional verbal and written communication skills.
• Sound Microsoft Office capability. Experience using Xplan or another CRM system will be advantageous.
• A proactive, practical and solutions-focused approach, with the confidence to identify issues and upscale them promptly where required.
• A natural alignment with MiQ's core behaviours: Sustainable, Progressive, Accountable, Collaborative and Genuine.

About us

Founded in 2015 by eight passionate Advisers, MiQ Private Wealth is a premier self-licensed national firm with over 50 professionals across seven Australian offices. The team is deeply dedicated to helping Australians achieve true financial wellbeing through comprehensive, high quality, holistic financial advice and outstanding client service.

• Meaningful impact: Support in delivering high-quality financial advice that helps improve clients' financial wellbeing.
• Varied role: Build capability across client service, financial advice administration, reception and practice operations.
• Supportive culture: Join a professional, collaborative and values-led team that genuinely cares about clients and one another.
• Development: Access ongoing learning, systems training and opportunities to grow your career within an established national financial-services practice.
• Professional environment: Work in a well-established office where quality, accountability and client care matter.