Client Services & Admin Specialist — Growth & Compliance

Capital Haus; Townsville City; On-site; AUD 60,000 - 70,000; Full time

Job summary

Capital Haus in Townsville is seeking a dedicated Client Service Officer to provide administrative support to financial advisers and the client services team. You will help maintain client records, handle communications, and assist with onboarding.

Based in our Townsville office, this full-time role emphasizes accuracy, timeliness, and the ability to prioritise a busy workload while delivering a high standard of service. A competitive salary plus super is on offer.

Qualifications

• Experience in administration, client services or office support.
• Experience in an advice organisation highly desired.
• Interest in financial services or wealth management would be highly regarded.

Responsibilities

• Provide administrative and client services support to advisers.
• Assist with client onboarding, including preparation of documentation and data entry.
• Manage incoming calls, emails, and general correspondence.
• Maintain accurate and up-to-date client records in CRM systems.
• Prepare and collate documents for client meetings.
• Monitor and manage office supplies and oversee general office maintenance.
• Support compliance processes and record-keeping as required.
• Assist with diary management and scheduling of internal and client meetings.
• Coordinate travel bookings and manage expense claims.
• Perform other ad hoc duties as required to support the team and office operations.

Skills

Time management

Phone communication

Attention to detail

Proactive attitude

Prioritisation

Teamwork

Tools

MS Office

CRM software

Job description

Capital Haus in Townsville is seeking a dedicated Client Service Officer to provide administrative support to financial advisers and the client services team. You will help maintain client records, handle communications, and assist with onboarding.

Based in our Townsville office, this full-time role emphasizes accuracy, timeliness, and the ability to prioritise a busy workload while delivering a high standard of service. A competitive salary plus super is on offer.