Client Services/Administration officer
vor 2 Wochen
We're seeking a detail-focused Client Services Officer to support our financial planning practice in Runaway Bay . This role suits someone who takes pride in accuracy, organisation, and delivering excellent client service. About the Role You'll provide administrative and client support to ensure the smooth delivery of financial advice and services. Working closely with our adviser, you'll manage documentation, liaise with clients and providers, and keep our processes running efficiently. This is a part-time position with flexible hours , ideal for someone who values quiet focus, independence, and professionalism. Key Responsibilities Manage client administration from onboarding through to ongoing service Prepare, check, and coordinate client documentation for monthly reviews Assist with insurance applications, implementation, and claims Maintain accurate client records and compliance documentation Communicate with clients and providers professionally and promptly Support the adviser with administrative and PA tasks as needed Keep the office organised, tidy, and client-ready About You You're someone who enjoys structured work, takes initiative, and finds satisfaction in getting the details right. You'll bring: 3+ years of administrative experience Strong attention to detail and organisation Ability to work independently and manage priorities Excellent written and verbal communication skills A professional and polished manner Experience with Xplan or similar CRM software (preferred but not essential) Australian citizenship is required for this position Why Join Us? Flexible hours to support your lifestyle Quiet, professional office environment Opportunities for growth in the financial services industry Your application will include the following questions: Which of the following statements best describes your right to work in Australia? Do you have experience in administration? #J-18808-Ljbffr
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Client Services
Vor 6 Tagen
Gold Coast City, Österreich Fagron VollzeitAbout the role We are seeking a Client Services & Administration Officer to join our team full-time, Monday to Friday. This role is in Ashmore, Australia . In this role, you will: Receptionist/Customer Service – answering phone calls, assisting clients with placing orders, product details (e.g. CoAs, formulas, prices, expiry dates, etc), setting up new...
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Administration Officer
vor 3 Wochen
Gold Coast City, Österreich Lutheran Services VollzeitWe're looking for a proactive and organised Administration Officer to support the Community Services - South sites of Trinity Community Services at Bundall and Keystone Centre at Woodridge. Location: Base location can be either Logan or Gold Coast, with reasonable expectation to travel between sites. Employment Type: Full‑time contract position until 04...
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Administration and Customer Service Officer
vor 3 Wochen
Gold Coast City, Österreich Goal Indigenous Services VollzeitAdministration and Customer Service Officer Goal Indigenous Services are seeking a skilled Administration & Customer Service Officer to join the team in Stapylton, Queensland for a 5-month full-time contract. Responsibilities Answering and directing incoming phone calls from customers Monitor & respond to email in shared mailboxes High volume data...
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Client Service Officer-2
vor 4 Wochen
Gold Coast City, Österreich HUB24 Limited VollzeitJoin to apply for the Client Service Officer-2 role at HUB24 Limited 1 day ago Be among the first 25 applicants Join to apply for the Client Service Officer-2 role at HUB24 Limited Get AI-powered advice on this job and more exclusive features. HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At...
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Client Service Officer
vor 3 Wochen
Gold Coast City, Österreich Atlas Wealth Management VollzeitAtlas Wealth Management is an award-winning financial planning firm specialising in advice for Australians living and working overseas. With over 14 years of experience and our own Australian Financial Services Licence (AFSL), we support clients in more than 50 countries, from tech professionals in Silicon Valley to legal experts in London. Due to continued...
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Community Centre Administration Officer
vor 3 Wochen
City of Melbourne, Österreich Administration VollzeitJob Task Analysis - Community Admin Officer Physical Health Assessment - Community Admin Officer Do you enjoy making a difference to community life? Do you enjoy administration and improving processes? Then this is the opportunity for you! Position Details Casual position Based across City of Kingston This role is part of the Community Hubs team within the...
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Client Service Officer
vor 1 Woche
Gold Coast City, Österreich Class Limited VollzeitHUB24 Contact Centre Role HUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work. HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a...
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Client Service Officer
vor 2 Wochen
Gold Coast City, Österreich HUB24 VollzeitHUB24 leads the wealth industry as the best provider of integrated platform technology and data solutions. At HUB24 we know the smartest investments start with our are innovative and ambitious and we move fast. At HUB24 we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape we build a...
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Client Service Officer
vor 2 Wochen
Gold Coast City, Österreich HUB24 Limited VollzeitHUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...
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Client Services Officer
vor 2 Wochen
Gold Coast City, Österreich Findex VollzeitJob Description Join our collaborative SMSF team in the Gold Coast! We're seeking a motivated, flexible, and positive individual who takes initiative. What will your typical week look like? Ensure timely completion of client-related tasks and document lodgements across the local office or designated region, meeting both internal and external service...
