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
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:
Supplementary Pay:
Experience:
- Customer service: 3 years (Preferred)
- System administration: 1 year (Preferred)
Work Authorisation:
Work Location: In perso