About us

Since launching in February 2024, Prospera Advisory has quickly earned a reputation for trusted, high-quality accounting, taxation and business advisory services. With our growing client base, we are excited to welcome a friendly and organised Client Services Officer to join our growing team in North Adelaide.

About the role

This flexible part-time role plays an important part in supporting our clients and day-to-day operations. As the first point of contact for many clients, you will help deliver a professional, welcoming and efficient experience while contributing to the smooth running of our business.

What you'll be doing

Managing front-of-house interactions, client bookings and general enquiries with warmth, professionalism and efficiency

ASIC corporate compliance administration, including company annual reviews and related documentation

Assisting with AML/CTF (Tranche 2) compliance processes and client identification requirements

Assisting with client onboarding processes

Preparing of client documentation, letters and general correspondence

Collecting and processing mail from the Post Office box

Creating and coordinating social media content and maintaining the website

Scanning, filing, and database management

What we're looking for

Proven experience in a client-facing administrative or customer service role, preferably within a professional services environment

Experience with one or more of the following would be advantageous, but is not essential: Xero, Xero Practice Manager (XPM), FYI Docs, and BGL CAS360

Excellent communication skills, both written and verbal, with the ability to interact professionally with diverse clients

Strong organisational and time management abilities with attention to detail

Proficiency in Microsoft Office (Word, Excel, Outlook) and general computer literacy

Ability to multitask effectively and prioritise workload in a busy environment

Professional demeanour with a customer-focused approach and problem-solving mindset

Discretion and reliability in handling confidential information

Flexibility and willingness to adapt to changing priorities

Remuneration

The anticipated salary range for this position is $70,000 to $85,000 per annum (full-time equivalent), plus superannuation. The final salary package will reflect the successful candidate’s skills and experience.

Apply now

If this opportunity sounds like the right fit for you, we would love to hear from you. Join the team at Prospera Advisory and play an important role in supporting our clients and contributing to our continued success. Please submit your resume and a cover letter outlining your relevant experience.