Client Services

5 days ago

Warrnambool, Victoria, Australia SHB Business and Wealth Advisers Full time $40,000 - $60,000 per year

Hi job searcher, we've been looking for you

A little bit about us. We're SHB, a progressive, medium-sized Accounting and Financial Planning firm based in Southwest Victoria.

We love helping our clients grow and succeed, working hard as a team to make this happen.

But we also enjoy multiple coffees a day, an overflowing lolly jar, and chats about the latest movies or reality TV shows. Creating a fun, welcoming team environment is a top priority at SHB

We're a rapidly growing firm with an exciting opportunity for a Client Services Assistant. No prior experience is needed, what matters most is great customer service skills, strong organisation, and a positive work ethic.

The Role

The Client Services Assistant plays a key support role within our accounting and advisory team, providing both administrative and basic accounting assistance. This hybrid position is ideal for someone currently studying or interested in accounting, bookkeeping, or business administration, with a strong attention to detail and a willingness to learn.

Your responsibilities will include:

  • Provide general administrative support to the accounting team, including document preparation, scanning, filing, and data entry.
  • Enter and reconcile basic accounting data under supervision (e.g. bank transactions, invoices, receipts).
  • Support accountants in managing lodgment schedules and client deadlines.
  • Learn and apply accounting software tools (e.g. Xero and MYOB) as part of day-to-day tasks.

Your Skills

Previous experience is not needed, we're looking for someone that is great with people and can pick up things quickly (not physically, unless you need to get your steps up for the day or close the ring on your apple watch)

  • Great communication skills both written and verbal
  • Excellent attention to detail and commitment to accuracy.
  • Excellent computer skills
  • Strong work ethic and pro-active mentality
  • A strong desire to build and maintain client relationships

Progression

This role can be the starting block to your next career. We will provide you with a detailed succession plan on commencement, providing you with a number of pathways to progress through our firm.

The Important Bits

We know you can end up spending more time at work than you can at home, scary thought

So, we've focused on providing our employees with a great work environment and benefits.

  • A 9-day fortnight
  • Fun and social working environment
  • Team dinners and other social events
  • A three week break over the Christmas period
  • Bonus incentives
  • Staff games room
  • Exposure to the most up-to-date technology

Does this sound like you?

Well, what are you waiting for?

Apply now via Seek or contact Leela Rantall if you have any questions

All applications will be kept confidential.

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