About the role
Maclean Partners' is seeking a dedicated Client Services Implementation Officer/Financial Planning Administration Support to join our team in Townsville, Queensland. This full-time position will provide crucial administrative and client support to our financial planning professionals, ensuring the smooth running of our client services.
What you'll be doing
* Prepare all SOA folders for SOA presentations - including completion of any application forms where required, including online super, investment and insurance applications for new and existing clients.
* Implementation of all investment, superannuation & insurance recommendations including following up with the product provider and liaise with clients on the progress of their implementations via phone and/or email.
* Maintain the currency of the client database, client portfolios and product information held on Compass (Xplan software) upon the finalisation of implementation.
* Complete tasks within Compass on a daily basis and ensure tasks and threads are created in Compass for all future client action items.
* Handling client enquiries and contacts
* When required, carry out general office administration including reception, greeting clients, answering incoming phone calls and scanning.
* Maintain a clean and safe workspace, and abide by workplace health and safety policies and procedures.
* Other tasks as directed.
What we're looking for
* A positive, adaptable, and customer-focused attitude
* Excellent communication and interpersonal skills, with the ability to liaise effectively with clients and colleagues
* Minimum 2 years' experience in a similar administrative or client services role, preferably within the financial services or professional services industry
* Experience with financial planning software (e.g., XPLAN/Compass - will be considered an advantage but not essential) or CRM systems
* Strong organisational and time management skills, with the ability to prioritise tasks and meet deadlines
* Proficient in the use of Microsoft Office suite, particularly Excel and Word
* A relevant qualification in business administration, finance, or a related field would be highly regarded
* Must have Australian citizenship, permanent residency, or valid work visa
* Understanding of financial services regulations and compliance requirements (training provided for the right candidate)
* Ability to pass a National Police Check and credit assessment due to financial services nature of the role
What we offer
Maclean Partners' is committed to providing a supportive and rewarding work environment for our employees. We offer a competitive salary, opportunities for career development, and a range of employee benefits, including:
* Ongoing training and professional development
* A permanent, full time position with flexible work arrangements to support work-life balance
* Extra day off to celebrate your birthday.
* Friendly and supportive team environment with a great workplace culture.
If you're excited about this opportunity and believe you have the skills and experience to succeed in this role, we encourage you to apply now.
Applicants Note: Only shortlisted applicants will be contacted for further discussion - Thank you for your understanding.