
Client Service Officer
Sterling KPG
Posted 6 hours ago
Sterling KPG is a well established, privately owned Accounting and Financial Planning firm located in Maryborough on the beautiful Fraser Coast. Providing our clients with the best advice and service is our top priority.
We are seeking a motivated and organised person with receptionist & administrative skills to join our team on a Full time basis.
The position is a challenging role and requires the successful candidate to multi-skill and prioritise workloads.
The successful applicant will possess:
A team focused attitude, but with the ability to work autonomously;
Polished and professional presentation, including a professional and courteous phone manner;
People skills;
Strong computer/data entry skills with an eye for detail;
Ability to follow processes and compliance requirements;
High standard of written and verbal communication;
Outstanding time management and organisational skills;
Proven standard of computer literacy with competent use of Microsoft Office;
Experience within the financial services industry is highly regarded but not essential.
Key Responsibilities:
• Client interaction via phone, email and at the reception counter;
• Document management, including ensuring documents are signed correctly, scanning and filing;
• Preparation of invoices, receipts and debtor statements;
• Preparation of outgoing mail, collection and distribution of incoming mail;
• Office maintenance, including ordering consumables and stationery, keeping kitchen clean and emptying bins; and
• Accounting team support.
All applications must include:
A covering letter of 1 - 2 pages responding to the points listed above; and
A current resume with a minimum of two referees, who have a thorough knowledge of your work performance and conduct.
Applications should be submitted electronically directly to [email protected]
About Sterling KPG
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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