We are looking for a proactive and enthusiastic Client Services Officer to join our SMSF team in Townsville. This 12-month max-term contract, flexible to be full-time or part-time for the right candidate.
Your role, your contribution!
- Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
- Attend to ASIC requirements, along with new entity establishments
- Processing of orders for legal documents associated with SMSFs
- Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
- Database entry and management, as directed
- General ad-hoc administrative support as required such as printing, filing, scanning, incoming/outgoing mail, faxes and general correspondence
- Relief receptionist duties as required
The benefits of joining us!
- Exciting career development and ongoing training support
- Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
- Experience a positive and collaborative work culture that fosters innovation and teamwork
- Comprehensive training with a dedicated buddy to guide you.
What you bring to the role
- Demonstrated proficiency using the Microsoft Suite
- Exceptional phone manner and admin/customer service expertise to deliver outstanding client service
- A genuine team player with a friendly and helpful attitude
- Excellent written and verbal communication skills
- High attention to detail and strong time management skills.