JuniorMid levelFull-timeHybridTownsville City QLD 4810, AustraliaPosted 5 days agoVerified 13 hours ago
About the job
This job is about joining the SMSF team as a Client Services Officer in Townsville, where proactive and enthusiastic individuals can shine. The impact of this job is significant, as it involves managing essential administrative tasks that support clients in their financial journey. The team values collaboration and innovation, creating a positive work culture that fosters growth and development.
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.🌟
Delivering exceptional client service
Communicating with advisors, partners, and corporate staff, delivering exceptional client service while managing invoicing and WIP.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
Experience delivering exceptional client service over the phone.View
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Strong communication skills
Excellent written and verbal communication abilities for effective interactions.View
