Client Services Administrator
3 days ago
An exciting permanent opportunity for an experienced Administrator
**Your new company**
This company is one of the leading Accountancy and Advisory firms in Australia who has been in operation for over 125 years. This firm is looking for a Client Services Administrator to join their team on a permanent basis to assist with daily operations of the business. As an integrated firm that works collaboratively across technical and industry specialisations, they provide access to the best advice possible over Australia and New Zealand.
**Your new role**
Your new role as an Client Services Administrator is an integral position to ensure smooth functionality and promote continuous growth for the company. To be successful in obtaining this role you must have an administrative background and be able to work autonomously and as part of a team.
You will be responsible for and includes duties not limited to:
- Attend to mail, banking, payment of accounts, scanning, filing and other administrative duties for portfolio clients
- Process statements for monthly reports to clients and manage term deposits
- Assist with monthly write-offs for their WA division
- Maintain client database information and prepare reporting for advisors and clients as required
- Attend to time recording and costing requirements and raise invoices as required
- Compilation and Review of bulk transacting spreadsheets prior to payment authorisation by Directors
- Maintain and update all Portfolio Administration procedure guides
**What you'll need to succeed**
- Previous experience in an Administration role preferable in a professional services environment.
- Ability to communicate effectively
- A want to learn and have a career in this industry
- Ability to work autonomously and in a team environment
- A positive and team player attitude
**What you'll get in return**
You will be rewarded with a supportive team culture, working in a modern office based in the Adelaide CBD. You will be engaged on a full-time, permanent basis with a fantastic salary package on offer.
**What you need to do now**
**LHS 297508** #2753249
-
Client Service Administrator
6 days ago
Adelaide Region SA, Australia The HRoom Full timeDo you have a keen eye for detail and enjoy administration? Have you ever considered a role as a Client Service Administrator within the Financial Planning arena, or are you already an experienced CSA looking for your next challenge? We are looking for an individual who is keen to learn and enjoys providing excellent client service and efficient...
-
Client Service Administrator
1 day ago
Adelaide Region SA, Australia HAYS Full timeNew opportunity for experienced Client Service Administrator in an award-winning firm **Your new company** Your new company are a reputable professional services firm centrally located in the Inner Southern suburbs. They provide a range of services tailored to each client and their specific needs. They are now seeking a Client Service Administrator to join...
-
Client Service Administrator
2 days ago
Adelaide Region SA, Australia HAYS Full timeNew opportunity for experienced Client Service Administrator in successful Adelaide CBD firm **Your new company** Your new company are a reputable professional services firm centrally located in the heart of the Adelaide CBD. They provide a range of high-quality accounting and advisory services tailored to each client and their specific needs. A new...
-
Client Services Administrator
7 months ago
Adelaide Region SA, Australia OZ Global Recruitment Full timeLooking for loads of variety in your next role? - New and exciting business growth initiatives on the way. - Part-time role with lots of flexibility and free onsite parking. An excellent opportunity has arisen for an experienced part-time Client Services Administrator to join a well-established financial planning business based in Norwood, in beautiful,...
-
Client Administration Assistant and Scheduler
6 months ago
Adelaide Region SA, Australia Essential HR Full timeBe 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...
-
Client Service Officer
4 days ago
Adelaide Region SA, Australia Perks People Solutions Full timeAdelaide CBD location - Full-time, permanent position - Come and join a thriving and collaborative team! **About Perks** Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper. Perks has...
-
Client Service Consultant
5 days ago
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...
-
Client Service Consultant
2 days ago
Adelaide Region SA, Australia Volare Recruitment Full time**Great company with opportunity to grow**: - **CBD based - Adelaide**: - **Great $$$ based 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 perform administrative support for a busy team in a Customer Service...
-
Client Service Officer
7 months ago
Adelaide Region SA, Australia Calvary Full timeCalvary Home Care Client Service Officer - Adelaide Make a difference at one of Australia’s leading health care providers Generous salary packaging benefits, ongoing professional development and supportive team environment Our client services officer plays a key role in liaising with staff, clients and their families and ensuring that our services are...
-
Client Service Officer
4 days ago
Adelaide Region SA, Australia Stitch Recruitment Full timeSupportive social team culture - Part time opportunity - Up to $70,000 package (dep exp) pro-rata **The Company**: Our client is a boutique accounting company in Adelaide CBD. They are a progressive firm that embraces technology to provide the best accounting solutions for their clients. An excellent opportunity to join this supportive and social...
-
Client Services Officer
7 months ago
Adelaide Region SA, Australia HAYS Full timePotential for part-time hours negotiable **Your new company** Your new company is an accounting and financial planning firm based in the CBD seeking a permanent Client Services Officer to join their accounting team. **Your new role** Your new role as Client Services Officer will be responsible for duties not limited to: - Database management - Updating...
-
Client Service Officer
7 months ago
Adelaide Region SA, Australia Entree Recruitment Full time**Full-time 12-month contract | Located in the Adelaide CBD | $70,000 + super** - ** Provide exceptional customer service and build relationships** - **Fast-paced, supportive working environment** **About the Company** As a significant employer in South Australia, our client is a diverse member-based association that positively impacts the lives of its...
-
Client Services Officer
6 days ago
Adelaide Region SA, Australia HAYS Full timeA fantastic opportunity for an experience CSO to work in a well established accounting firm in Adelaide's CBD **Your new company** This mid-size firm is all about personal relationships, they treat all of their staff with trust and respect. This is an autonomous and influential role, in which you will retain your individuality and have room to grow as the...
-
Client Services Officer
5 days ago
Adelaide Region SA, Australia Calvary Community Care Full timeAdelaide, SA, Australia Permanent Favourite Make a difference at one of Australia’s leading health care providers Generous salary packaging benefits, ongoing professional development and supportive team environment About the role Our Client Service Officer plays a key role in liaising with staff, clients and their families in ensuring that our...
-
Client Services Co-ordinator
2 days ago
Adelaide Region SA, Australia SilverChain Full time**Client Services Coordinator** - Based at Keswick in Referral and Care Support - Permanent Full Time Role - Attractive salary packaging options - up to $18,550 tax free **About RDNS**: RDNS, a part of Silver Chain Group, is the leading provider of high-quality health and aged care in the homes of more than 105,000 Australians every year. As an employer of...
-
Receptionist/client Services Officer
4 days ago
Adelaide Region SA, Australia Hudson Australia Full time**Duties Include**: - Customer service - General administration - Support to shared services staff as required - A diverse range of client focused duties - Building Maintenance & Security - including access pass registration and any building maintenance issues / queries - Providing assistant to our Administrative teams with scanning and processing of ASIC...
-
Client Services Officer
7 months ago
Adelaide Region SA, Australia HAYS Full timeA leading firm is seeking an experienced Client Services Officer to join their Portfolio Management Team. **Your new company** This company specialises in broking and portfolio management services. They take pride in commitment to wealth creation and offering valuable insights into the investment sector and provide holistic solutions. The organisation...
-
Client Service Officer
2 days ago
Adelaide Region SA, Australia HAYS Full timeA well-reputed company is seeking an enthusiastic casual Customer Service Officer to join their team **Your new company** This company is a leading and trusted company with a fine reputation for building South Australia's best value homes. The company has intimate knowledge of local building conditions, design aspects, land and soil types and other building...
-
Administration Coordinator
7 months ago
Adelaide Region SA, Australia GJK Facility Services Full time**Introduction**: BETTER EXPERIENCES, BETTER OUTCOMES It's an exciting time to be joining GJK Facility Services - we have grown significantly over recent years and are transforming for future growth and opportunities to help our customers and people. We are a leading provider of facility services, committed to provider better experiences and better...
-
Corporate Services Administrator
6 months ago
Adelaide Region SA, Australia Edge Recruitment (SA) Pty Ltd Full timeMonday - Friday 8.30-5.30pm - Work, shop and have lunch in the beautiful Shopping Centre of Burnside - A great mix of duties will keep you busy throughout the day **The Company** The Cohen Group is one of South Australia’s most respected property management, investment and development companies. Founded in 1993, The Cohen Group has grown in South...