Customer Service/receptionist

3 days ago

Bankstown, Australia AMCO Chartered Tax and Financial Advisers Full time

_**AMCO -**_Chartered Tax and Financial Advisers_
- **Customer Service / Receptionist**_
- **Reports To**_
- The Customer Service / Receptionist position reports to:

- _
- The Practice Manager - _**AMCO**_Financial Planning_
- **Position Overview**_
- This is a support position in a leading Wealth Management Practice that has been operating for over 28 years._
- On a broad level, the position provides support and inspiration at all levels within both the Tax and Financial Planning practice of _**AMCO**_._
- **Responsibilities**_
- _Responsible for liaising and greeting clients visiting the practice._
- _Complete various Administrative tasks as delegated including organizing appointments etc.._
- _Update client management systems, including accessing records as required via The Australian Taxation Office (ATO), Australian Securities and Investment Commission (ASIC) and Xero._
- _Update marketing materials and financial planning / tax practice business development._
- _Ensure records are promptly updated, i.e. minutes from meetings, lodgement of documents and processing banking etc._
- _Maintain reception and company profile in line with _**AMCO**_ _standards and assist Snr. Professionals at _**AMCO**_ _deliver exceptional service to long standing clients._
- _Assisting with accounts receivable duties._
- _Lodgement of documents with the ATO and ASIC _
- **Qualifications / skills**_
- _Ideally degree qualified or studying Finance, Tax or Social Media (Financial Support provided)_
- _Min 3 Yrs experience in a similar position_
- _Excellent verbal and written skills, Strong attention to detail and Client service orientated._
- _Ability to use computer systems and proven track record in fast learning and development_
- _Ability to manage competing priorities, active listener, calm & empathetic_
- _Self-motivated and accountable to personal and professional development_
- _A desire to learn and progress to Snr. Financial/ Administrative / HR or Marketing role within a leading Wealth Management Practice_
- **Job Type**_: Permanent, Full-time_
- Attractive remuneration applies based on experience._
- _Employee mentoring program_
- _Professional development assistance_
- _Annual Performance bonus_
- **Experience**:_
- _Customer service: 3 years (required)_
- **Work Location**:_
- _In person_

**Job Types**: Full-time, Permanent

Pay: $55,000.00 - $70,000.00 per year

**Benefits**:

- Professional development assistance

Schedule:

- 8 hour shift

Supplementary Pay:

- Bonus
- Performance bonus

**Experience**:

- Customer service: 3 years (preferred)
- System administration: 1 year (preferred)

Work Authorisation:

- Australia (preferred)

Work Location: In person

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