Customer Service/Receptionist at AMCO Chartered Tax and Financial Advisers
Bankstown NSW 2200, New South Wales, Australia -
Full Time


Start Date

Immediate

Expiry Date

23 Apr, 25

Salary

70000.0

Posted On

23 Jan, 25

Experience

1 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Financial Support, Professional Development, System Administration, Customer Service

Industry

Financial Services

Description

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

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
Loading...