Client Services Administrator

2 weeks ago

Brisbane, Queensland, Australia MSI Taylor Pty Ltd Full time $60,000 - $80,000 per year

About the role

MSI Taylor Pty Ltd is seeking a Client Services Administrator / SMSF Administrator to join our team in Toowong. This full-time role is responsible for providing high-quality administrative and client support to both our tax clients and our Self-Managed Superannuation Fund (SMSF) division.

What you'll be doing

  • Preparation of jobflows and final packages (Business Services and SMSF)
  • MYOB Portal management
  • Lodging tax returns
  • ASIC management – including new entity establishments
  • Monitor superannuation fund progress from work in to lodgement
  • Prepare and respond to client queries
  • Prepare general client correspondence
  • Answer client phone calls and respond to client emails
  • Manage and update digital client files and client information
  • Assist with onboarding of new clients
  • Support team members with various administrative tasks as needed

Experience with MYOBAE, Class, NowInfinity, ATOMate and Seamlss is an asset, though we are willing to train candidates who are eager to learn.

What we're looking for

  • 1-2 years of experience in an administrative or client services role, preferably within the SMSF or financial services industry
  • Excellent communication and interpersonal skills, with the ability to liaise effectively with clients and colleagues
  • Strong organisational and time management skills, with the ability to prioritise and multitask
  • Proficient in using Microsoft Office suite, including Excel, Word and Outlook
  • A keen eye for detail and a commitment to providing high-quality customer service
  • A passion for continuous learning and a willingness to expand your knowledge of SMSF regulations and procedures

What we offer

At MSI Taylor, we are committed to the professional and personal development of our employees. We offer a range of benefits, including:

  • Ongoing training and development opportunities
  • Flexible work arrangements and a focus on work-life balance
  • Regular social events
  • Free Parking and easily accessible parking
  • 9 Day Fortnight Policy

About us

MSI Taylor is a leading professional services firm specialising in accounting, taxation, and business advisory. With over 50 years of experience, we are committed to helping our clients achieve their financial and business goals. Our team of highly skilled and dedicated professionals work closely with individuals, families, and businesses to provide tailored solutions and exceptional service.

Apply now to join our team as a Client Services Administrator / SMSF Administrator and be a part of our continued growth and success.

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