Client Service Administrator

6 months ago

Newcastle, Australia Prosperity Advisers Full time

**There are three reasons why people enjoy working at Prosperity.**

**Our people, our clients and our innovative culture.**

We have a clearly articulated and shared vision to be the Advisory Firm of the Future; this vision is realised through innovative practices, industry-leading technology solutions, and a Learning Organisation mindset that delivers to our clients the benefits of broader thinking and enhanced skills. Our firm has grown over nearly three decades on the strength of three building blocks of Prosperity DNA. Client centricity, teamwork, and innovation govern our approach to not only selecting and building our team but also define how we work collaboratively to create stronger financial futures for our clients.

**We are agile and progressive**:

- We develop forward-looking strategies and keep ourselves open to new concepts and alternative ideas.

**Our people are our power** - Our culture inspires teamwork, connectedness and growth; we harness energy and talent to collaborate and achieve shared goals.

**We create strong financial futur**es** - Our people are skilled across the financial spectrum and work collaboratively to create stronger financial futures for our clients and the community.

**OPPORTUNITY |Client Service Administrator**

As a Client Service Administrator with Prosperity Advisers Group, you will ensure a seamless service is delivered to your internal and external stakeholders through exceptional administrative support.

Your ability to multi-task and manage competing priorities will enable you to effectively support and meet the needs of our clients and the Business Services & Tax team.

Your days will include:

- Assisting the team with mid-month, end of month billing and reporting.
- Responding to all client enquiries on behalf of the directors.
- Liaise with ATO on lodgements, administration and reporting.
- Reception assistance from time to time.
- Review and co-ordinate compliance documents for client matters.
- Collating documents, reports and third-party searches as necessary.
- Building and maintaining long term client relationships.
- Administration and technical support to the team where required.

**What you bring to the role**:

- Minimum of 2 years' experience in a similar role within a professional services firm.
- Advanced Experience using Microsoft Office
- Certificate IV in Business Administration (desirable)
- The ability to work in a fast-paced environment with competing priorities and deadlines while maintaining attention to detail.
- Well-developed time management, organisational and communication skills
- Ability to work in a team orientated environment and operate independently with limited supervision.
- Dedication to ensuring a high standard of service to our clients.

**In return for your positive contribution to our team and clients, we will offer**:

- A market competitive salary package
- A supportive team environment and energetic culture that inspires and supports excellence.
- Substantial savings with novated leasing and superannuation salary packaging options
- Employee referral program with substantial monetary rewards
- Rewards and recognition incl. monthly awards and milestone celebrations
- Work/life balance including WFH flexibility (post-probation)
- Generous health and lifestyle benefits incl. Fitness Passport gym memberships, Employee Assistance Program and so much more

**About Prosperity Advisers Group**

We are a mid-tier multidisciplinary firm with 170 staff and offices in Sydney, Brisbane and Newcastle. Our core streams are Business Services and Tax, Corporate Assurance, Wealth Management and Employee Benefits. Our diverse client base includes ASX listed companies, small, medium and large privately owned and family businesses, start-ups, state and local government, not for profit organisations

Our firm has grown over three decades on the strength of three building blocks of Prosperity DNA. Client centricity, teamwork, and innovation govern our approach to not only selecting and building our team but also define how we work collaboratively to create stronger financial futures for our clients.

We have a clearly articulated and shared vision to be the Advisory Firm of the Future; this vision is realised through innovative practices, industry-leading technology solutions, and a Learning Organisation mindset that delivers to our clients the benefits of broader thinking and enhanced skills.

**How to apply**

Prosperity's recruitment and selection privacy policy.

You can follow Prosperity Advisers Group on LinkedIn, Twitter and Facebook.

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