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Client Services Officer

JuniorMid levelFull-timeOfficeColac VIC 3250, AustraliaPosted 1 month agoVerified 3 days ago
Pending fitX of Y criteria met

About the job

The Client Services Officer position in our friendly SMSF team in Colac is an exciting opportunity for someone looking to make a meaningful contribution. This permanent, full-time job involves a variety of administrative tasks that ensure our team delivers exceptional service to our valued clients. We thrive on collaboration and support, making it a great fit for those who enjoy being part of a positive team culture.

You'll be responsible for

📋

Completing administrative tasks

Completing diverse administrative tasks, from mail and correspondence to lodging tax returns.
🤝

Offering support to the SMSF Team

Offering general support to the SMSF Team including efficient database entry and management.
📑

Providing administrative support

Providing administrative support with client related tasks, including collation of financial accounts and tax returns, client service agreements and other documents.

Key criteria

📋

Administrative support experience

Demonstrated experience in diverse administrative tasks and client support.

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🔍

Attention to detail

Proven ability to maintain accuracy in client records and compliance files.

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💻

Microsoft Office proficiency

Experience using Outlook, Word, Excel, and Teams effectively.

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Meet the team

About the company

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5 criteria for this job
Administrative support experience
Demonstrated experience in diverse administrative tasks and client support.

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Attention to detail
Proven ability to maintain accuracy in client records and compliance files.

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Microsoft Office proficiency
Experience using Outlook, Word, Excel, and Teams effectively.

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Communication skills
Clear and confident communication with a friendly, approachable manner.

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Team player attitude
Reliable team member with a positive attitude and willingness to learn.

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