Client Services Officer

  • Full Time
  • Richmond, Melbourne VIC
  • $70,000 – $75,000 per year USD / Year
  • Applications have closed.
  • Salary: $70,000 – $75,000 per year
  • Two days WFH
  • Birthday leave
  • Trams/trains on your doorstep
  • Salary up to $75K plus Super (subject to exp)

THE FIRM

A well established Richmond based accounting firm.  A state of the art and newly fitted out office with their employees in mind.  Close to public transport.   They provide a professional and friendly service. Their clients are guaranteed personal attention.

THE ROLE

Client Services Officer supporting a dedicated team of professionals with administrative tasks.

  • Working closely with Directors, Managers and other accountants you will provide high levels of service to support a high net-worth client base.
  • Coordinating client meetings.
  • Preparing client correspondence.
  • Preparing relevant documentation, collating and distributing to clients.
  • Maintaining client information and updating database.
  • Onboarding clients.
  • ATO correspondence.
  • Collating and lodging tax returns.
  • Registering and Deregistering companies.
  • ASIC responsibilities.

YOU

  • Will have at least three years prior office experience, ideally in an accounting firm, but will consider any other professional services area ie financial planning or legal.
  • Are able to prioritise and manage multiple tasks.
  • Are highly organised with good time management skills.
  • Are tech savvy with good MS Office skills.
  • Have highly developed communication skills.
  • Know the importance of accuracy and attention to detail.

BENEFITS

  • Two days WFH
  • Gym and Pool on site.
  • Birthday leave.
  • Close to cafes, restaurants and great shopping.
  • Gain knowledge in business services.
  • Ongoing training and development.
  • Friendly work environment.

To apply for this role hit the “Apply” button now or email Elli Papadopoulos at  elli@teamexec.com.au [link removed] or call (03) 9826 4133.