Client Support Officer

RightTrac Planning; Toowoomba Regional; Hybrid; AUD 26,000 - 37,000; Part time

Job summary

RightTrac Planning in Toowoomba, QLD, is seeking a Client Support Officer to work 20–24 hours per week, supporting one adviser with diary management, document prep, and client follow-up. No prior experience required, just a keen attitude and strong attention to detail.

You’ll be the first point of contact for clients, handling calls and emails, keeping records up to date in our CRM, and ensuring paperwork flows smoothly to funds and insurers.

Qualifications

• No prior experience required.
• Excellent written and verbal communication.
• Strong attention to detail and organisational skills.

Responsibilities

• Be the first point of contact for clients via calls and emails.
• Support one adviser with diary management and meeting preparation.
• Keep client records up to date in our CRM.
• Prepare documents and lodge paperwork with funds, insurers and platforms.
• Celebrate client wins along the way.

Skills

Attention to detail

Communication

Organised

Discretion

Listening skills

Tools

CRM

Job description

Do you genuinely enjoy people, have a sharp eye for detail, and want to be part of a team that helps clients reach their financial goals? We’re looking for a Client Support Officer to work 20–24 hours per week, directly supporting one of our advisers. No prior experience is needed - just a keen attitude, strong attention to detail, and a warm, friendly manner.

Our firm is based in Toowoomba, QLD, and we service clients all over Australia. We’re flexible on when your hours are worked - school hours, around study, or another regular pattern that suits you.

About You

Exceptional attention to detail - you catch the things others miss.

Warm and genuine with people - a good listener who enjoys hearing clients’ stories.

Comfortable being the first point of contact, on the phone and in person.

A strong communicator, both written and verbal.

Organised, reliable and able to manage your own workload.

Discreet with confidential client information.

What You’ll Do

Be the first point of contact for our clients - answering calls and emails and welcoming them to the office.

Support one adviser directly with diary management, meeting preparation and follow-up.

Keep client records accurate and up to date in our CRM.

Prepare documents, lodge paperwork with super funds, insurers and platforms, and track it through to completion.

Celebrate the wins with our clients along the way.

What We Offer

20–24 hours per week, with genuine flexibility on days and times.

Full training - no experience required, just the right mindset.

One-on-one support from the adviser you’ll work with.

Some flexibility to work remotely in the future after learning the role.