Client Services Officer

7 days ago


City of Melbourne, Australia Team Executive Consultants Full time

THE FIRM

A well established Malvern based accounting firm (20 plus years) has a team of dedicated accountants looking after the requirements of businesses, individuals and families. They provide a professional and friendly service. Their clients are guaranteed personal attention.

Fostering a culture of professional growth and ongoing career progression. This firm encourages continuous development and relevant training and education opportunities for all staff.

THE ROLE

Client Services Officer supporting a dedicated team of professionals with administrative tasks relating to Business Services.

- Supporting Accountants to provide high levels of service to a high net-worth client base.

- Preparing documentation and coordinating client meetings.

- Collating and distributing client documentations.Producing all relevant documentation for clients.

- Maintaining client information and general administration tasks including invoicing.

- Undertaking a variety of support responsibilities that makes everything just work perfectly

- Onboarding clients and assisting with seminars.

- Liaising with the ATO and ASIC.

- Lodging tax returns.

- Co-ordinate workflow.

YOU

- Will have at least two years prior office experience, ideally in an accounting firm, but will consider any other professional services area ie financial planning, legal, real estate.

- Are able to prioritise and manage multiple tasks.

- Are highly organised with good time management skills.

- Are tech savvy with good MS Office skills, MYOB AE/Xero a bonus, but will train.

- Have highly developed communication skills.

- Know the importance of accuracy and attention to detail.

BENEFITS

- Gain knowledge in business services.

- Annual reviews.

- Ongoing training and development.

- Friendly and sociable work environment.

- Close to Malvern Central Shopping Centre, Cinemas, cafes and restaurants.

To apply for this role hit the “Apply” button now or email Elli Papadopoulos at elli@teamexec.com.au or call (03) 9826 4133.

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