Senior Client Service Officer / Senior Administrator
Location: Newcastle NSW – Office‐based
Employment: Full‐Time (full or part time or flexible options available)
Salary: A$85,000.00/yr – A$90,000.00/yr
About the Role
This is a senior, hands‐on position suited to someone who enjoys ownership and accountability. You will be the go‐to person for applications, follow‐ups, and workflow management.
Key Responsibilities
* End‐to‐end management of advice implementation and applications
* Liaising with platforms, providers and internal stakeholders
* Coordinating client documentation, reviews and ongoing service requirements
* Managing workflows, follow‐ups and deadlines
* Supporting advisers with high‐touch, relationship‐focused client service
* Meeting clients in the office and being part of meetings, end to end communication with clients
About You
* 5+ years' experience in a financial planning admin / CSO role
* Strong knowledge of advice processes and application handling
* Highly organised, proactive and detail‐oriented
* Comfortable working in an office‐based, collaborative environment
* Experience with Midwinter and/or Worksorted highly regarded
What's on Offer
* Salary guide: $85,000 – $90,000 + super
* Stable, professional team with low staff turnover
* Office‐based role with direct access to advisers
* A trusted position within a high‐quality advice practice
* Full or Part Time or Flexible with other life commitments; daily office attendance required
* Potential for career growth or continued operations focus
Apply now or direct message Carolina to discuss further.
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