Client Services Administrator

3 days ago

Greater Perth Area, Australia MGI Parkinson Full time $60,000 - $80,000 per year

Company Description

MGI Parkinson is committed to facilitating success tailored to every client. By partnering closely with clients, we work to understand and achieve their unique business goals, whether through tax planning, succession planning, or other financial strategies. As advocates for small businesses and entrepreneurs, we prioritize long-term planning to ensure sustained success. At MGI Parkinson, success is defined individually, focusing on wealth, tax optimization, or lifestyle improvements aligned with our clients' aspirations.

Role Description

This is a full-time on-site role for a Client Services Administrator located in the Greater Perth Area. The role involves supporting client engagement activities, handling administrative tasks, and ensuring seamless client communication. Day-to-day responsibilities include providing exceptional customer service, coordinating schedules, managing client data, and assisting with finance-related documentation as required.

Qualifications

  • Experience in Client Services and Customer Service to cultivate and maintain strong client relationships
  • Strong Communication skills for clear and effective interactions with clients and team members
  • Proficiency in Administrative Assistance to manage schedules, records, and operational tasks
  • Basic understanding of Finance to assist with client documentation and inquiries
  • Detail-oriented approach with strong organizational abilities
  • Proficiency in office software tools (e.g., MS Office Suite) is preferred
  • Previous experience in a financial or professional services setting is an asset

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