Client Services Officer

Join our dynamic team at OBT Financial Group as a Client Services Officer! 

We're a rapidly expanding multidisciplinary accounting and financial planning firm, dedicated to serving the diverse financial needs of high-net-worth individuals and family groups. With offices in Gatton and Esk (and plans to shortly open a Toowoomba office), we extend our comprehensive financial advice, personal insurance, succession planning, accounting, taxation, and business improvement services to clients nationwide.

As a Client Services Officer, you'll play a pivotal role in supporting our advice team. Initially based in our Gatton office, you'll have the flexibility to transition to remote work for one day per week after a 6-month qualifying period.

In addition to the primary duties listed below, the role encompasses a range of responsibilities integral to the success of our financial planning arm:

Primary Duties:

• Liaising with clients to collect required information, provide progress updates and respond to general queries
• Liaising with product providers and other third parties 
• Arranging client appointments
• Preparing files for client meetings
• Implementing all advice including processing investment/super/insurance applications 
• Maintaining client files and databases
• Providing administration support to advisers
• Attending client meetings when required

Skills and Experience:

• Minimum of two years’ experience
• Experience using XPLAN is essential for this role
• The desire to move into a paraplanning/or advice role in the future will be highly regarded
• Exceptional communication and time management skills, as well as attention to detail 
• Ability to work well under pressure and prioritise your workload
• Motivated to provide exceptional service and make a significant impact on the lives of our clients

Benefits:

• Competitive remuneration
• Professional, supportive and friendly team
• Flexible working arrangements
• Ongoing training and professional development opportunities.