Client Services Specialist - Financial Planning

Infocus North QLD; Mackay Regional; Presencial; AUD 55 000 - 75 000; Tempo integral

Resumo da oferta

Infocus North QLD is seeking a motivated, self-driven individual to join our Mackay-based Client Services team. This full-time, permanent role supports our Financial Planners and offers a flexible approach to working hours to accommodate work/life commitments.

You will work in a small team, delivering high-quality administrative support, helping with client onboarding, documentation, and CRM data management, while ensuring professional client interactions and polished presentation.

Qualificações

• Experience in administrative support in a financial planning environment is advantageous.
• Strong written and verbal communication skills.
• Attention to detail and problem solving.
• Ability to manage multiple tasks and work independently.

Responsabilidades

• Greet clients and manage phone and email enquiries professionally.
• Schedule appointments and maintain the financial planning team calendar.
• Assist with client onboarding, compliance documentation, and file management.
• Update and maintain client records in the CRM system.
• Prepare and lodge administrative paperwork related to financial plans and strategies.

Conhecimentos

Administrative experience

Client service

CRM systems

Communication skills

Attention to detail

Independent worker

Ferramentas

Platformplus CRM

Descrição da oferta de emprego

Infocus North QLD is seeking a motivated, self-driven individual to join our Mackay-based Client Services team. This full-time, permanent role supports our Financial Planners and offers a flexible approach to working hours to accommodate work/life commitments.

You will work in a small team, delivering high-quality administrative support, helping with client onboarding, documentation, and CRM data management, while ensuring professional client interactions and polished presentation.