AMCO - Chartered Tax and Financial Advisers
Customer Service / Receptionist
Reports To
The Customer Service / Receptionist position reports to :-
The Practice Manager - AMCO Financial Planning
Position Overview
This is a support position in a leading Wealth Management Practice that has been operating for over 28 years.
On a broad level, the position provides support and inspiration at all levels within both the Tax and Financial Planning practice of AMCO.

Responsibilities

• Responsible for liaising and greeting clients visiting the practice.
• Effective communication via telephone and email.
• Complete various Administrative tasks as delegated including organizing appointments etc..
• Update client management systems, including accessing records as required via The Australian Taxation Office (ATO), Australian Securities and Investment Commission (ASIC) and Xero.
• Update marketing materials and financial planning / tax practice business development.
• Ensure records are promptly updated, i.e. minutes from meetings, lodgement of documents and processing banking etc.
• Maintain reception and company profile in line with AMCO standards and assist Snr. Professionals at AMCO deliver exceptional service to long standing clients.
• Assisting with accounts receivable duties.
• Lodgement of documents with the ATO and ASIC

Qualifications / skills

• Ideally degree qualified or studying Finance, Tax or Social Media (Financial Support provided)
• Min 3 Yrs experience in a similar position
• Excellent verbal and written skills, Strong attention to detail and Client service orientated.
• Ability to use computer systems and proven track record in fast learning and development
• Ability to manage competing priorities, active listener, calm & empathetic
• Self-motivated and accountable to personal and professional development
• A desire to learn and progress to Snr. Financial/ Administrative / HR or Marketing role within a leading Wealth Management Practice

Job Type: Permanent, Full-time
Attractive remuneration applies based on experience.
· Employee mentoring program

· Professional development assistance

• Annual Performance bonus

Experience:

• Customer service: 3 years (Required)

Work Location:
· In person
Job Types: Full-time, Permanent
Pay: $55,000.00 – $70,000.00 per year

Benefits:

• Professional development assistance

Schedule:

• 8 hour shift

Supplementary Pay:

• Bonus
• Performance bonus

Experience:

• Customer service: 3 years (Preferred)
• System administration: 1 year (Preferred)

Work Authorisation:

• Australia (Preferred)

Work Location: In perso

• Responsible for liaising and greeting clients visiting the practice.
• Effective communication via telephone and email.
• Complete various Administrative tasks as delegated including organizing appointments etc..
• Update client management systems, including accessing records as required via The Australian Taxation Office (ATO), Australian Securities and Investment Commission (ASIC) and Xero.
• Update marketing materials and financial planning / tax practice business development.
• Ensure records are promptly updated, i.e. minutes from meetings, lodgement of documents and processing banking etc.
• Maintain reception and company profile in line with AMCO standards and assist Snr. Professionals at AMCO deliver exceptional service to long standing clients.
• Assisting with accounts receivable duties.
• Lodgement of documents with the ATO and ASIC