About the job
The Client Services Officer position is a fantastic opportunity to join the SMSF team in Sydney on a part-time basis. This role is vital for ensuring exceptional client service and supporting the team in delivering high-quality financial services. The team thrives on collaboration, innovation, and a positive work culture, making it a great fit for those looking to grow and develop their skills.
You'll be responsible for
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Managing administrative tasks
Taking charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages.📄
Attending to ASIC requirements
Attending to ASIC requirements, along with new entity establishments and processing orders for legal documents associated with SMSFs.💼
Invoicing and WIP management
Being responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff.Key criteria
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Microsoft Suite proficiency
Demonstrated proficiency using Microsoft Suite for administrative tasks.View
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Customer service expertise
Exceptional phone manner and admin skills for outstanding client service.View
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Communication skills
Excellent written and verbal communication for effective collaboration.View
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