Client Services Officer – Temporary Position

  • $35 per hour + Superannuation
  • Close to public transport
  • Close to cafes, shops and amenities

About The Firm

A two partner firm with supporting staff focused on delivering reliable service to clients, including Taxation, Accounting & Business Services, Self Managed Superannuation Funds, Corporate Compliance Services and Accounting and Business Services.

About The Role

We are searching for a reliable Client Services Officer to join a growing team! You will be working alongside a team of Accountants and Financial Advisers to deliver exceptional customer service.

This is an ongoing assignment and suits a Client Services Officer with accounting firm experience.

The Role:

  • Working closely with Directors 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.

To be successful in this role you will need:

  • Prior experience in an accounting firm in a similar role.
  • Full professional proficiency in the English language.
  • Experience providing exceptional service within a client facing environment.
  • Ability to work as part of a team.
  • Demonstrated ability to plan, prioritise, and schedule work targets and activities with minimum supervision.
  • Data driven, with a strong ability to collect and process client information.
  • Safeguard client information for confidentiality, accuracy and reliability.
  • Tech Savvy – able to navigate new software and applications, such as Word, Excel, Outlook, MYOB, AE/AO, FYI and advantage.

Must Have:

  • Full working rights.
  • Able to work full time hours.

If you’re interested in this role, click ‘Quick Apply’ to forward an up-to-date copy of your CV, or call Monika Younan (03) 9826 4133 for a confidential discussion today.

To apply for this job email your details to monika@teamexec.com.au.