
Client Service Administrator
15 hours ago
**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.
-
Client Service Officer
2 weeks ago
Newcastle, New South Wales, Australia Nsw Department Of Communities And Justice Full timeDivision: Estate Planning & Admin- Location: Newcastle, NSW, AU, 2300- Req ID: 70838**Client Service Officer - Estate Planning and Administration - NSW Trustee and Guardian**- Ongoing full-time role. 35 hours per week.- Location: Newcastle. Flexible and hybrid working options available after 3 months.- Clerk Grade: 3/4 Base salary $79,032 pa to $86,539 p.a....
-
Client Service Officer
15 hours ago
Newcastle, Australia HAYS Full timeExciting opportunity for an established administrator/client service officer to join this supportive team! **Client Service Officer** **Hours: Full-time, 8am - 5pm, Monday - Friday** **Location: Newcastle** **Your new company** HAYS has partnered with an established and growing accounting firm located in Newcastle. In this position, you will primarily...
-
Client Services Coordinator
4 weeks ago
Newcastle, New South Wales, Australia Peoplefusion Full timeWe are seeking two Client Service Coordinators to bring their financial services administration skills to a growing teamNewcastle CBD location with fantastic employee benefitsEnjoy additional paid leave over Christmas & New year periodWe are seeking two experienced administrators from the financial services sector that are looking for a role within a great...
-
Client Services Officer
2 weeks ago
Newcastle, New South Wales, Australia Finspire Advisers® - Independent Financial Planners Full timeOverview Location: Flexible – Office and / or Home-Based (Negotiable). Applications Open: Now. Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience. This role supports our financial advisers through administrative and client service tasks in a collaborative,...
-
Client Service Officer
2 weeks ago
Newcastle, Australia Ashdown Consulting Full time$41.59 p/h + Super - 3 Month Contract - Newcastle **Client Service Officer | 3 Month Contract | $45.95 p/h inc. Super** - $41.59 p/h + Super - 3 Month Contract - Newcastle **About the Company** This NSW Government agency is a major service provider who strives to deliver a more consistent and efficient experience within government. This government agency...
-
Client Service Officer
1 week ago
Newcastle, New South Wales, Australia Ashdown Consulting Full time$41.59 p/h + Super- 3 Month Contract- Newcastle**Client Service Officer | 3 Month Contract | $45.95 p/h inc. Super**- $41.59 p/h + Super- 3 Month Contract- Newcastle**About the Company**This NSW Government agency is a major service provider who strives to deliver a more consistent and efficient experience within government. This government agency uses data...
-
Client Service Manager
2 weeks ago
Newcastle, New South Wales, Australia Prosperity Advisers Group Full timeOverviewClient Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.ResponsibilitiesPrepare documentation for client meetings and manage post-meeting follow-upManage client communications, scheduling,...
-
Client Service Manager
2 weeks ago
Newcastle, New South Wales, Australia Prosperity Advisers Group Full timeOverviewClient Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.ResponsibilitiesPrepare documentation for client meetings and manage post-meeting follow-upManage client communications, scheduling,...
-
Client Service Support Manager
2 weeks ago
Newcastle, New South Wales, Australia beBeeSupport Full time $70,000 - $95,000Senior Client Services Officer Job Description">We are seeking a Senior Client Services Officer to join our team. This role will be responsible for processing superannuation administration activities and providing expert support to the leadership team.">
-
Client Services Officer
3 weeks ago
Newcastle, New South Wales, Australia Bendigo Advertiser Full timeAbout usChelsea Wealth Management (CWM) is a professional financial advice practice licensed by Matrix Planning Solutions (an Australian Financial Services Licensee). CWM has branches in Penrith, Newcastle and Gosford. CWM is a subsidiary of Police Bank Limited, a member owned bank. Our mission is to help our clients maximise the chances of achieving their...