Client Services Assistant

3 weeks ago


Adelaide Region SA, Australia Nexia Australia & New Zealand Full time

Administrative role with plenty of growth opportunities
- Welcoming team with a great culture
- Great CBD location

We are seeking a confident and experienced Client Services Assistant to join our team. Part time role (0.7 - 0.8 FTE) requiring energy and enthusiasm to perform a variety of office-related tasks. Plenty of growth opportunities are available. Friendly team with a great culture.

Nexia Edwards Marshall is a firm known for its quality work. We appreciate that our people are our greatest asset which is reflected in our culture and diverse working environment. We are a member firm of Nexia International, a highly active international network that drives quality and facilitates collaboration to enable its member firms to provide effective local and global solutions.

**Essential skills**:

- Professional presentation and telephone manner
- Client focused / customer service
- Attention to detail
- Good numerical reasoning an advantage
- Microsoft Office suite

**Role and Responsibilities**:
Reporting to the Client Service Manager and Partner (SMSF), the Client Service Assistant is responsible for consistently and competently completing a range of regular tasks to ensure the smooth running of the Self-Managed Superannuation Team of Accountants.
- Support to a Partner, Manager and team
- Preparation of invoices, WIP adjustments and debtor management
- Generating standard correspondence and reports
- Diary management, travel bookings and general client enquiries
- Preparation of agendas, minutes, catering for meetings and events as required
- Preparation of standard compliance forms
- Assistance with database management
- Binding, scanning, photocopying, filing and outgoing mail
- Onboarding coordination for the team
- Support duties as required, including reception
- Perform tasks with a positive outlook and identify where additional help can be offered

Please attach a cover letter addressed to Jordan Porter along with your resume. We look forward to hearing from you
- We appreciate that our people are our greatest asset, reflected in our culture and diverse working environment. Nexia Edwards Marshall recognises and pays our respects to the past, present and future Traditional Custodians and Elders of this nation; in particular, the Kaurna people as the Traditional Owners of the land on which our Adelaide office is situated._



  • Adelaide Region SA, Australia MinterEllison Full time

    **Location**: Adelaide **Contract Type**: Permanent MinterEllison is Australia’s largest law firm and provides legal and consulting services. Purpose is at our core. We create lasting impacts with our clients, our people and our communities. Our teams collaborate and deliver to our Purpose, and consistently work to embed our values into everyday...


  • Adelaide Region SA, Australia DFP Recruitment Services Full time

    **Job description**: **Our Federal Government client provides support, services and information to a range of customers. In the role of Client Services Support Officer, you will provide phone-based and administrative assistance to provide the delivery of medical and allied health services. Training and a buddy system will be used to get you fully trained in...


  • Adelaide Region SA, Australia DFP Recruitment Services Full time

    Job description:Our Federal Government client provides support, services and information to a range of customers. In the role of Client Services Support Officer, you will provide phone-based and administrative assistance to provide the delivery of medical and allied health services. Training and a buddy system will be used to get you fully trained in the...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Boutique, high quality financial services firm - Modern, well-appointed offices in with onsite parking - Full-time or part-time options with flexible hours **About the business** *** Established in 2008, our client is a reputable, boutique financial planning practice located in Norwood, in beautiful, well-appointed offices. The practice is led by an award...


  • Adelaide Region SA, Australia Medical Insurance Group Australia (MIGA) Full time

    MIGA is a leading national provider of medical indemnity insurance and associated services to the healthcare profession across Australia. Client Services Officer **About our business** With a history spanning over 120 years, we are proud and passionate about the service and support we provide to our clients. As a leading, national medical indemnity insurer...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Boutique, high quality financial services firm Modern, wellappointed offices in with onsite parking Fulltime or parttime options with flexible hoursAbout the business***Established in 2008, our client is a reputable, boutique financial planning practice located in Norwood, in beautiful, well-appointed offices.The practice is led by an award winning, highly...


  • Adelaide Region SA, Australia Medical Insurance Group Australia (MIGA) Full time

    MIGA is a leading national provider of medical indemnity insurance and associated services to the healthcare profession across Australia.Client Services OfficerAbout our businessWith a history spanning over 120 years, we are proud and passionate about the service and support we provide to our clients. As a leading, national medical indemnity insurer to the...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Full time or part-time role Flexible work environment and hours Modern, wellappointed CBD officesOur client is a well-regarded, boutique financial planning, accounting and business advisory practice located in the Adelaide CBD. They have built a reputation based on trust, integrity and work hard to achieve results for their clients.They have an excellent...


  • Adelaide Region SA, Australia Profusion Group Full time

    Must have experience supporting financial planners Private wealth firm based in Adelaide Attractive salary package for a permanent fulltime role that offers flexibility to WFHRole OverviewOur client is looking for a client Services Officer to support 2x Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Boutique, high-quality financial services firm - Modern, well-appointed offices with free onsite parking - Full-time or part-time options with flexible hours **About the business** Established in 2008, our client is a reputable, boutique financial planning practice in Norwood, in beautiful, well-appointed offices. The practice is led by an award-winning,...


  • Adelaide Region SA, Australia Chandler Macleod Full time

    Chandler Macleod is seeking a highly skilled and motivated Client Services Officer to join our client’s dynamic team. In this role, you will be responsible for preparing client documentation, specifically ROA (Record of Advice) and SOA (Statement of Advice) documents. Key Responsibilities: - Prepare accurate and comprehensive ROA and SOA documents in...


  • Adelaide Region SA, Australia HAYS Full time

    Are you a highly organised and customer-focused professional with experience in client services? **Your new company** My client is a leading provider of within tax, audit, and business advisory. They pride ourselves on delivering exceptional client experiences and providing expert solutions to meet their needs. As a well-established firm, we value...


  • Adelaide Region SA, Australia CareCo Services Full time

    Employer: CareCo ServicesLocation: Adelaide, SASalary: $55,000 p.a. +10.5% SuperJob Type: FulltimeCareCo Services are a highly experienced, privately ownedorganisation who provides services for NDIS Participants In Adelaide, South Australia.Our mission is to support NDIS Participants all over Adelaide to access improved quality, flexible and affordable...


  • Adelaide Region SA, Australia Volare Recruitment Full time

    **Great company with opportunity to grow**: - **CBD based - Adelaide**: - **$65K-$70K plus super depending on experience** Are you looking to join a company who will invest in your future by providing training and mentoring to assist you to continue to build your career? Within this role, you will work with your own client portfolio in a role that is...


  • Adelaide Region SA, Australia Nexia Australia & New Zealand Full time

    Professional services environment - Welcoming team with a great culture - Great CBD location Nexia Edwards Marshall is a firm known for its quality work. We appreciate that our people are our greatest asset which is reflected in our culture and diverse working environment. We are a member firm of Nexia International, a highly active international network...


  • Adelaide Region SA, Australia Hudson Australia Full time

    We have the opportunity for 2 Client Service Officers to join the Federal Department of Veterans' Affairs in a long term contractWe have the opportunity for 2 Client Service Officers to join the Federal Department of Veterans' Affairs in a long term contractAbout the role: Client Service Officer APS level 3 equivalent Starting May 2023 (pending security...


  • Adelaide Region SA, Australia Roussos Recruitment Full time

    **Job details**: Posted 23 January 2023 Salary$60,000 - $70,000 + super LocationAdelaide DisciplineOffice Support Reference1026282 **Job description**: This ASX listed development company has a strong history of developing award-winning projects across Australia. With a national presence and a team of highly experienced professionals, they provide a...


  • Adelaide Region SA, Australia Danny Met Sally Full time

    Attractive Salary & Incentives - Additional Leave Benefits - Career Development Opportunities **About Us** *** Danny Met Sally is a National Premium Disability Service Provider with a difference. We are the fastest growing disability service provider in Australia, - let us tell you why. The philosophy that drives our organisational purpose is to support...


  • Adelaide Region SA, Australia Essential HR Full time

    Be part of an innovative South Australian organisation experiencing rapid growth - Join a team who are passionate about caring for and developing people - Use your high-level administration and excellent customer service skills **About the organisation**: Just Therapy is committed to supporting people living with disability to maximize their individual NDIS...


  • Adelaide Region SA, Australia people2people Full time

    Client Services Co-Ordinator People2People - Adelaide, SA $65,000 - $72,000 + Super Excellent opportunity to work with a Boutique Accounting and Wealth Advisory Firm! The Company With over 50 years of history offering financial services in Adelaide, be a part of a thriving business who are committed to making a positive impact on the lives of their...