Are you seeking a dynamic, fulfilling, and diverse career within the financial services industry?

We have an exciting opportunity for the ideal candidate to join our progressive team, based in North Geelong, as a valued member of our financial planning team. Collaborating closely with our accounting team, we're on the hunt for a Client Services Officer to join our highly skilled, cooperative, and supportive team.

Based in our spacious, open-plan, and newly refurbished office within the Federal Mills Business Precinct, you'll feel right at home surrounded by lush indoor greenery and forward-thinking colleagues representing diverse backgrounds. Become an integral part of our growing financial planning team, offering a full-time role to a dynamic individual committed to making a real difference.

Following comprehensive training and mentorship, you'll assume the pivotal role of handling financial planning administration, conducting research, and maintaining seamless communication with our valued clients. If you're ready to embark on a rewarding journey in the financial services industry, we encourage you to apply and become a key contributor to our team's success.

About you!

We're not simply seeking to fill a position on our staff; we're in search of a true team member, someone who sees our workplace as their second home. To excel in this role, enthusiasm, drive, and self-motivation are essential qualities, along with a knack for collaborative work, a proactive attitude, and meticulous attention to detail.

Above all, we value a 'yes, can do, and willing to learn' mindset.

So, what does a typical day look like for a Client Services Officer? Whilst we can assure you that no two days will be identical, envision yourself undertaking tasks such as:

Providing comprehensive administrative support to our Financial Adviser;

Conducting research to assist in the preparation of advice documents;

Managing implementation (strategy, investment, and insurance) for our clients;

Assisting in the preparation of client portfolio reviews;

Communicating with clients as necessary;

Addressing client enquiries promptly and effectively;

Updating and maintaining client information using financial planning software; and

Making calls to product providers and Centrelink as required.

Key Selection Criteria

Ability to multitask, prioritise, and manage time effectively;

High attention to detail and exceptional organisational skills;

Excellent verbal and written communication abilities;

Strong financial acumen and analytical skills;

Professional demeanour, well-presented, enthusiastic and personable;

Previous experience in an administrative role;

Previous experience within a financial planning firm with a proven track record of strategy implementation (preferred);

Proficiency in utilising Xplan software (preferred); and

Full working rights to work in Australia.

Extra desirable requirements would look like... a commitment to the Canny ethos "All people, all walks of life", demonstrating an unwavering dedication to treating every individual who engages with our office, in any capacity, with the utmost respect, in accordance with our Canny values.

Ability to work well with all team members, inclusive of all personalities, in line with our Canny Culture;

Active involvement in maintaining open and efficient communication channels;

Proactive identification and communication of any challenges or issues affecting performance to your manager, alongside constructive suggestions for enhancing service quality;

Eagerness to engage in the development and execution of new programs or projects for enhancing processes, technology, and client experience; and

Self-motivation to continuously enhance skills and knowledge through participating in training, education, and staying abreast of professional publications.

These attributes not only contribute to fostering a harmonious workplace environment but also underscore our commitment to excellence and inclusivity.

What is our point of difference?

We have been operating for over 65 years, helping our clients from near and far. We are passionate about the community we work and live in, and actively support our clients and local businesses.

We celebrate personal growth, thrive on learning and embrace diversity and inclusion in our constantly evolving team.

We are strong advocates for workplace flexibility, whether that be in the form of working from home or ensuring that you are front and centre and your child's awards assembly.

Salary + Applying!

To be considered for this position within our team, please ensure that both a cover letter and resume are submitted.

Salary will be commensurate with experience; however, an indicative starting range would be: $55,000 - $70,000, depending on your level of experience.

Applications close: 09 August 2025