Client Services Administrator

2 weeks ago


Perth, Australia All 4 People Full time

Flexible work hours
- CBD location
- Continue your career within Public Practice

Our client, a successful accounting practice based in Perth's CBD, is looking for an experienced Client Services Coordinator to work within their Financial Planning division.

The successful person will demonstrate skills in public tax practice to oversee all administration tasks and will bring a mature and dynamic outlook to the practice.

Key Responsibilities - Working closely between clients and the accounting teaM/Financial planners. Effective management and delegation of tasks within the admin team is a key attribute.

Requirements - Preferably someone with 12 -18 months experience within a financial planning CSO role. If not, 12 months plus experienced as a CSA within any division. Xplan experience is a bonus.

What they can offer - A competitive salary is on offer, along with guidance and support.



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