Client Services Officer

3 weeks ago

Perth, Western Australia Knight Financial Advisors Part time
Client Services Officer Professional services industryGreat offices based in SubiacoFun and sociable working environmentThe RoleYou will be required to work as part of the Client Services team and diligently carry out a variety of tasks.
The role consists of both routine tasks that must be carried out meticulously and accurately but also ad hoc tasks that can come up quickly and require an open-minded and solution-orientated approach to complete effectively.
Our Client Services team plays an important role in supporting our professional staff and ensures that clients who attend our business have an excellent experience.
This includes a broad range of tasks ranging from making a coffee for a client, providing backup support to reception to incorporating companies and assisting the Accountants with preparing client packs and data management and other ad hoc projects that help make our business more efficient.
The ability to multitask and good organisational and communication skills will be an essential requirement for this role.
You will need to be able to work to tight deadlines and manage expectations on the delivery of your work.
A positive attitude and 'can do' attitude will help you perform well in this role.Main duties include:Undertake company secretarial compliance processes;Assisting with ASIC and ATO document preparation and lodgement;Assisting with recording and managing workflow processes;Assisting with client pack preparation;Calendar management for key people;Remaining vigilant for opportunities to provide better service to our clients or improve th effectiveness of our systems and processes.Qualifications, Experience and SkillsExperience in business administration is beneficial;Being able to work with multiple software is essential;A commerce or administration-related qualification is beneficial;Experience with Microsoft Office, particularly MS Word is beneficial;Experience with the management of ASIC requirements for companies is beneficial; andExperience with MYOB is beneficial.

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