
Client Services Officer
Team Executive Consultants
Posted 6 days ago
Malvern
Trams/trains on your doorstep
Free parking a 6 to 8 minute walk away (rostered on site)
Salary up to $75K plus Super (subject to relevant exp)
THE FIRM
A well established Malvern based accounting firm, rated in the top 20. A state of the art and newly fitted out office with their employees in mind. Public transport, trams and trains 5 mins away. Free parking 8 mins away. Onsite parking available. You will support accountants who are looking after the requirements of businesses, individuals and families. They provide a professional and friendly service. Their clients are guaranteed personal attention.
THE ROLE
Client Services Officer supporting a dedicated team of professionals with administrative tasks.
Working closely with Directors, Managers and Accountants you will provide high levels of service to support a high net-worth client base.
Coordinating client meetings.
Preparing client correspondence.
Preparing relevant documentation, collating and distributing to clients.
Maintaining client information and updating database.
Undertaking a variety of challenging support responsibilities that makes everything just work perfectly!
Onboarding clients.
ATO correspondence.
Collating and lodging tax returns electronically.
Some ASIC responsibilities.
YOU
Will have at least four years prior office experience, ideally in an accounting firm, but will consider any other professional services experience ie financial planning and legal.
Are able to prioritise and manage multiple tasks.
Are highly organised with good time management skills.
Are tech savvy with good MS Office skills.
Have highly developed communication skills.
Know the importance of accuracy and attention to detail.
BENEFITS
State of the Art Office with a high carbon foot print.
Breakout areas and fully equipped lunchrooms.
Rostered parking on site, close to trains and trams.
Close to cafes, restaurants and great shopping.
Gain knowledge in business services.
Annual reviews.
Ongoing training and development.
Friendly work environment.
To apply for this role hit the “Apply” button now or email Elli Papadopoulos at [email protected] or call (03) 9826 4133.
About Team Executive Consultants
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