Client Support Officer - with Great Benefits

Client Support Officer - Wealth Management 

• Maternity cover for 6 months from July 2024
• Full time or part-time considered

About us

Count GC Pty Ltd is one of the largest accounting and wealth management firms on the Gold Coast. With offices in both Southport and Coolangatta, we have both ends of the Gold Coast covered.

Our wealth management team is made up of a dedicated group of highly driven professional advisers supported by a motivated and organised adviser support team.

We are proud of our fun, dynamic team culture, and continually find new ways to support our team and to give back for work well done.

We are seeking a focused client support professional who is looking for a full-time (or possibly part-time) role and is willing to show us that you'll go the extra mile, do that little bit of extra hard work and have the drive and passion to be a successful professional.

• One of the largest Accounting & Wealth Management firms on the Gold Coast
• Offices in Southport and Coolangatta
• Publicly listed on ASX
• Fun, dynamic team culture 

About you

You've been working in a professional services firm for 2 years or more, and perhaps you're looking for a new angle to your role. We need you to be a switched on, self-driven, energetic team player with a keen eye for detail and be willing to embrace challenges. You're going to be working with a lot of different people, so being friendly, outgoing and personable are high on our list of people we want to work with.

About the role

Reporting to our Wealth Management Principal, you will be working with a team of professional advisers and other adviser support team members.

This is a highly varied role, with the responsibility of providing an outstanding level of client and implementation support. The role will be challenging and demanding at times but you'll be rewarded in a myriad of ways including recognition, bonuses lunches, early marks. This is definitely a "people person" role for the ultimate multitasker, so having excellent time management skills is also necessary.

What we'd like you to do

• Preparation and implementation of client documentation 
• Liaising with product providers
• Responding to client queries
• Manage workflow ongoing for a support team
• Xplan maintenance and updates
• Diary management for the Advisers

What we'd like you to have to be considered for this role

• Have a minimum of 2 years' experience in a wealth management or professional services firm
• Diploma or Advanced Diploma of Financial Planning (not essential, but advantageous)
• A high level of Xplan skills and experience a must
• A high level of professionalism and attention to detail
• Be reliable and trustworthy, and take pride in what you do
• Strong written and interpersonal communication skills
• The ability to work independently with limited supervision and work to specific deadlines
• The ability to work as part of a team in a diverse, fast-paced environment

To apply, please click “quick apply” or call Sandy Aitkenhead on 07 5557 8700 for a confidential discussion.