Client Support Officer

Evergreen Financial Advisers (EFA)

Location

Townsville

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No. of Positions:

Full Time:

 Length of Tenure:

1

Part Time

Part Time

Application due by:

Position Information

Description

Some of the typical CSO duties would include:
Handling client calls and emails, responding in a timely manner.
Preparing documentation for meetings.
Lodging applications and preparing submissions for new business.
Liaising with internal teams and colleagues to resolve problems and find solutions.
Creating and maintaining client files.
Liaising with financial institutions on behalf of clients.

Please Note: If you are intending to seek consideration for more than one of the jobs listed on the Jobs Board, you only need complete one Registration Form and just list all of the jobs on the one form. 

The Oasis Townsville Limited, a public benevolent institution, is endorsed to access the following tax concessions:

  • Income Tax Exemption under Subdivision 50-B of the Income Tax Assessment Act 1997

  • GST Concessions under Division 176 of 'A New Tax System' (Goods and Services Tax) 1999

  • FBT Exemption under Section 123C of the Fringe Benefits Tax Assessment Act 1986

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For the benefit of members of the

Ex-ADF Community

in Townsville.

©2019 by The Oasis Townsville