About the role
This is an excellent opportunity to join Maclean Partners' as a Client Services Officer/Financial Planning Administration Support.

In this full-time role based in Townsville, QLD, you will be providing exceptional client service and administrative support to the financial planning team.

 What you'll be doing

1. Providing administrative support to the financial planning team, including scheduling appointments, handling correspondence and answering phone calls.

2. Liaising with clients and third-party providers to gather and prepare financial planning documentation.

3. Maintaining accurate client records and data in the company's systems.

4. Processing client transaction requests and assisting with the implementation of financial strategies.

5. Contributing to the efficient and effective operation of the financial planning department.

What we're looking for

1. Previous experience in an administration/client services role or financial planning administration role.

2. Strong attention to detail and ability to maintain accurate records.

3. Excellent communication and interpersonal skills to build positive relationships with clients and colleagues.

4. Proficiency in using financial planning software and Microsoft Office applications.

5. A passion for delivering exceptional client service and contributing to the success of the team.

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:

1. Friendly and supportive team environment with a great workplace culture.

2. Extensive in-house training.

3. A permanent, full time position with flexible work arrangements to support work-life balance.

4. Extra day off to celebrate your birthday.

5. Suburban based - with easy carparking.

About us
Maclean Partners' is a leading financial services firm, dedicated to helping our clients achieve their financial goals. With a strong focus on innovation and client-centric service, we are positioned for continued growth and success.

Join our team and be a part of our exciting journey.

Apply now to this exciting opportunity and become our next Client Services Officer/Financial Planning Administration Support.