We are a converged firm offering advisory, financial planning, accounting, and SMSF services, resourced by dedicated professionals who design solutions for our clients to achieve their lifestyle and business goals. Our values of fun, innovation, collaboration, accountability, and respect play a crucial role in how we maintain our strong team culture and balanced lifestyle.

‘Your future is our focus’ applies to both our clients and our employees. We make sure all employee’s have access to the right training and opportunities to further their careers and knowledge of the industry whilst working with a variety of exciting clients and supportive team members.

We are looking for a Client Service Administrator to provide excellent customer service to internal and external customers. As the first point of call for our clients, professionalism and personability coupled with a confidential and sensitive approach to work are crucial for success in this role. This role will be working closely with Directors and Senior Management, and execute a variety of administrative functions including;

Maintaining and updating the client database accurately, acting as the main custodian of client records.

Liaising with third parties through various channels, including email, phone, and in-person interactions

Managing ATO and ASIC lodgements, ensuring all compliance requirements are met.

Organising correspondence and communications efficiently and professionally.

Maintaining and updating the client database accurately, acting as the main custodian of client records.

Collaborating across teams to cultivate a positive, supportive culture, and

Assisting with ad hoc projects and events as requested by Operations.

Our ideal candidate is:

Results-driven and passionate. You care about helping your colleagues and clients achieve their goals and deliver great customer service.

Efficient and meticulous. You have exceptional attention to detail and prioritise tasks based on deadlines and commitments.

In the people business. You love working with people and take pride in communicating clearly and effectively to achieve desired outcomes.

Structured yet adaptable. Schedules shift, priorities change, and urgent matters arise; you can be flexible, persistent, and adaptable to the dynamic nature of a growing firm.

Skills & Experience:

1 + year experience in a fast-paced customer facing role

Proactive approach to learning new skills, taking on new tasks and developing professionally.

Strong verbal and written communication skills, with the ability to interact professionally with clients and team members

Excellent organisational and time management skills, with the ability to manage multiple tasks and prioritise effectively

Tech-savvy and can learn and embrace new technology

Ability to work collaboratively in a team environment and build positive relationships with clients and colleagues.

Proficiency in Microsoft Office Suite, particularly Excel.

We believe success is achieved from the accumulative investment we make in the development of our team members. We also offer;

A fun, supporting and inclusive culture,

Attractive remuneration package with clear KPIs and reviews,

On the job, internal and external training to develop your technical, business, and personal skills,

Diverse range of benefits including additional annual leave, active social committee, and wellbeing initiatives,

The opportunity to be a part of a converged firm delivering integrated services to our clients; and

A workplace conscious of its environmental and community footprint.

If you are looking for the opportunity to work for a dynamic firm with genuine long-term prospects for the future, this may be the role for you. To learn more about us go to https://obbc.com.au/