JuniorMid levelFull-timeOfficeColac VIC 3250, AustraliaAdministrationCustomer servicePosted 1 week ago
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
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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
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Administrative support experience
Demonstrated experience in diverse administrative tasks and client support.View
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Attention to detail
Proven ability to maintain accuracy in client records and compliance files.View
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Microsoft Office proficiency
Experience using Outlook, Word, Excel, and Teams effectively.View
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