Client Services Full Time

Location: Caufield
Job Type: Full Time
Salary: $65,000 - $55,000
Reference: 1240300
Linda Lewin
Linda Lewin
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The Business:
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 lodgements
  • Assisting with client enquiries
  • Assisting with client accounts and billings
  • Various other administration duties as requested

The Benefits:

  • Supportive and inclusive team
  • Recognised and rewarded for your efforts
  • Ongoing training provided

The Culture:
This is a firm that truly believe that if their people are the best, then they can give their clients the best. Their team are well trained, professional and passionate about providing results.

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 please click the apply now button and submit your resume. For further information please call Linda on 03 9553 4436 or email REF:  1240300

Job Overview

  • Date Posted: Posted 2 months ago
  • Location: Caufield
  • Job Title: Client Services
  • Salary: $65,000 - $55,000
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