Personal Assistant/Customer Service

Job Description

About us

A professional Rockhampton CBD based financial advice firm with a client-centric approach in all they do. They have a high level of technical competence and commitment to quality advice. The advisers have strong financial services industry experience positioning them well as a valuable solution for high net worth clients. You will enjoy collaboration within the team, working closely alongside an experienced client services leader who manages client operations.

Tasks & responsibilities

  • Managing inbound client engagement with a strong focus on quality service.
  • Preparing client review and new client documentation
  • Supporting and managing the client information and data within the CRM
  • Implementation of all documentation with third-party product and service providers
  • Lodging documentation and management to completion

Qualifications & experience

  • You have a proven track record of client support within the financial planning industry and are passionate about delivering outstanding results. It is highly desirable to have Xplan experience (but not essential).
  • You are proud of your attention to detail
  • Excellent engagement skills (you enjoy talking with valued clients)


  • Flexible working arrangements
  • Successful local business offering stability of employment
  • Growth opportunities

What Next?

You can apply for this role by emailing your cover letter and resume to

Only short-listed candidate will be contacted.