Administration / Customer service

Client Services / Administration Full Time

This highly successful, privately owned Financial Services firm are experts in providing comprehensive financial advice to individuals and businesses.  They are committed to delivering exceptional solutions and pride themselves on their client-oriented approach.

The Position:
Due to continued growth they are currently seeking a self motivated, confident and committed candidate to become an integral part of their team.  Working within the operations team you will be constantly busy, requiring you to be extremely organised and possess excellent attention to detail.  Some of your actual duties will include;

The Duties:

  • Coordinating meetings
  • Maintaining client records and files
  • Preparing and reviewing various forms
  • Assisting in preparing tax returns
  • Liaising with Superannuation funds
  • Assisting with client lodgments
  • Assisting with client enquiries
  • Assisting with client accounts and billings
  • Various other administration duties as requested


The Requirements:
To be successful for this position you must possess exceptional organisational and time management skills with the ability to prioritise effectively.  Your efficiency and strong attention to detail will be essential for this position, so too your willingness to assist others and work proactively within a small team.

The Process:
To apply for this position click ‘apply’ or phone 03 9553 4436 with Ref: 547623 for further information

Job Overview

  • Date Posted: Posted 6 days ago
  • Location: Eastern Suburbs
  • Job Title: Client Services / Administration
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