Client Services Officer - Financial Planning

GMB Financial; Townsville City; Sur place; AUD 50 000 - 70 000; Plein temps

Résumé du poste

GMB Financial, a Townsville-based financial planning practice, is seeking a friendly front desk administrator to greet clients in person and over the phone and keep the admin side running smoothly from day one.

This hands-on role offers variety and real responsibility, with opportunities to be involved in client onboarding, appointment bookings, paperwork, and liaison with product providers, all from our Hyde Park office.

Qualifications

• People person with warm, genuine demeanor.
• Strong attention to detail, especially with paperwork and compliance.
• Good computer skills and ability to learn new systems.
• Reliable, organised and efficient.
• Genuine interest in helping people; training can be provided.

Responsabilités

• Welcoming clients in person and managing phone and email enquiries
• Booking and managing appointments and adviser diaries
• Preparing client documents, correspondence and paperwork
• Liaising with insurance companies on applications, underwriting and claims
• Following up with product providers and institutions on client matters
• Maintaining accurate client records and files
• Processing paperwork and tracking client requests through to completion
• General office administration and support for our advisers

Connaissances

People skills

Customer service

Organisational skills

Attention to detail

Initiative

Description du poste

GMB Financial is a Townsville-based financial planning practice run by a local adviser with years of experience in the industry. We're family-focused, community-minded, and proud of the honest, no-nonsense way we work with our clients. We're looking for someone to join us as the first point of contact for our clients and the engine room behind our day-to-day operations.

About the Role

You’ll be the welcoming face and voice of GMB Financial, greeting clients in person and over the phone, and keeping the admin side of the practice running without a hitch. This is a hands-on role with real variety, and real responsibility from day one.

Your Responsibilities

• Welcoming clients in person and managing phone and email enquiries
• Booking and managing appointments and adviser diaries
• Preparing client documents, correspondence and paperwork
• Liaising with insurance companies on applications, underwriting and claims
• Following up with product providers and institutions on client matters
• Maintaining accurate client records and files
• Processing paperwork and tracking client requests through to completion
• General office administration and support for our advisers

What We're Looking For

Above all, we want a people person - someone warm, genuine, and comfortable being the first voice a client hears when they call. Beyond that:

• Initiative - someone who can be shown something once and run with it
• Strong attention to detail, particularly with paperwork and compliance-related documents
• Good computer skills and comfort picking up new systems
• Reliable, organised and efficient
• A genuine interest in helping people, not just processing tasks
• Previous experience in financial planning, insurance or office administration is a bonus, but not essential. If you've got the right attitude and a sharp eye for detail, we're happy to train you on the rest.

Why work with us

• A small, close-knit team where your work is genuinely noticed
• Exposure to the full financial planning process, from client onboarding through to implementation
• Real career development, not just a job - grow with our practice.
• Based in Hyde Park, close to the CBD