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Form of workAbout Us
MGD is a boutique financial services firm with a portfolio of specialist advice services. Based in South Brisbane in architecturally designed offices, we specialise in providing quality tailored financial solutions for individuals, families, businesses, and corporates across Australia. With global capability, we help our clients manage, protect, and grow their wealth, giving them the financial freedom and financial resilience to achieve their personal, financial, and career aspirations.
MGD is privately owned, and we operate under our own Australian Financial Services Licence (AFSL no. 222600).
To learn more about us, visit www.mgdwealth.com.au.
The Role
Due to the expansion of our Financial Planning team, we are seeking a productive and capable Client Service Officer to join our firm. The appropriate candidate will take pride in their work, provide professional client-centric service to a client base, and demonstrate high-level support to our Advisory.
Key Responsibilities
- Provide high-level support to our Directors/ Client Advisers
- Prepare and/ or collate client documentation
- Process implementations for new and existing clients
- Lodge LOAs and complete data collection
- Liaise with fund managers, brokers, share registries, etc
- Issue and manage workflow tasks
- Oversee and manage the following for the relevant clients:
- Ongoing Engagements
- Fee Disclosure Statements
About You
- Minimum of two years’ experience
- Experience in Xplan is essential
- Demonstrate a client-centric approach
- Ability to work autonomously and productively
- Ability to work well in a team environment
- Strong written and verbal communication skills
- Excellent time management skills and the ability to work to deadlines
- A high level of attention to detail
Culture and Benefits
Our firm’s culture is professional, collegial, and social. We are focused, productive, and high-performance. We are dedicated to the objective of making an ongoing difference to the lives of our clients. We have broad and deep capabilities across the firm, and this affords our people an opportunity to learn and grow through the expertise of financial professionals across multiple disciplines and specialties.
MGD offers an array of cultural values and employee benefits, including but not limited to:
- Competitive remuneration
- Training and development opportunities
- MGD-funded Group Salary Continuance for eligible employees (after 12 months service) offering complimentary income protection insurance
- Access to our default employer superannuation fund with MGD-funded Life and Total and Permanent Disablement (TPD) cover
- A commitment to a diverse and inclusive workplace
- Ongoing and open communication within and across the firm
- Regular social events ensuring opportunity for relationships to develop across the firm
- An engaging and merit-based culture
- Opportunities to engage in charitable, community, and philanthropic causes
To Apply
If you believe you have the skills and commitment required for this opportunity, please submit your cover letter and resume by clicking “Apply”.
For further information, please contact *****@mgdwealth.com.au or visit www.mgdwealth.com.au.
Before applying, please note:
- Only applicants shortlisted for an interview will be contacted
- All applicants must be Australian Citizens or hold a current valid Australian Work Visa
- MGD is an equal opportunity employer
