Client Services Officer

Life Legacy Legal; City of Brisbane; On-site; AUD 48,000 - 64,000; Full time

Job summary

Life Legacy Legal in Brisbane seeks a dedicated Client Services Officer to support reception and front-of-house operations with a strong focus on client care. You will coordinate schedules, manage enquiries and ensure a welcoming, professional environment within the Sandgate office.

Responsibilities include handling payments, scanning and filing, and maintaining safe custody records for important legal documents, while ensuring compliance with firm policies and regulatory requirements.

Qualifications

• Experience in receptionist or client services roles is preferred.
• Professional, organised and reliable with strong attention to detail.
• Excellent written and verbal communication and ability to work with others.

Responsibilities

• Greet clients, manage bookings and monitor reception emails.
• Process payments, billing and receipting for general and trust accounts.
• Maintain safe custody registers and secure storage of original documents.
• Coordinate entry, retrieval and release of safe custody documents per policy.
• Support front of house operations and office administration.

Skills

Excellent communication

Organised

Attention to detail

Multitasking

Interpersonal skills

Team player / collaborative

Tech-savvy

Job description

We are seeking a dedicated and highly organised Client Service Officer to join our friendly team. This is a role for a professional Reception or Client Services Officer who is comfortable making sure clients know they are valued, coordinating teams and believes in providing great service to all who access our office.

About the role

As a Client Service Manager at Life Legacy Legal, you will be an integral part of our team, helping us provide exceptional service to our clients. You will be responsible for the effective coordination of our front of house operations and the management of all safe custody documents held by us. The role is a key operational position, requiring high levels of organisation, data entry skills and attention to detail, and is divided into two core functions: reception and safe custody management.

Your responsibilities will include

Reception

• Monitor and manage multiple reception and office email inboxes;
• Greet clients and visitors in a professional and welcoming manner;
• Schedule appointments and manage client bookings;
• Receive, sort, scan and distribute incoming mail and manage outgoing mail;
• Banking for general and trust accounts;
• Process and receipt client payments via cash, cheque, and EFT;
• Provide billing and receipting support as required;
• Printing, scanning and document preparation;
• File closing and archiving;
• Order stationery and maintain office supply levels;
• Organise morning teas and lunches;
• Maintain the presentation and organisation of the reception and meeting areas, including tidying
• Maintain the presentation of the outside front of office area; and
• Manage office waste and ensure bins are placed out on scheduled collection days.

Safe custody management

• Maintain and manage multiple safe custody registers;
• Ensure the secure storage of original legal documents, including Wills and enduring powers of attorney;
• Coordinate the entry, retrieval and release of safe custody documents in accordance with firm policy;
• Verify client identity and legal authority prior to the release of any documents;
• Follow-up clients to ensure the timely return of released documents;
• Keep safe custody records updated to reflect document movements, returns and releases; and
• Ensure all safe custody processes comply with internal procedures and regulatory requirements.

About you

• cares about their role and their team;
• will bring resilience and maturity to our team through their life and/or career experience;
• is genuinely interested in receptionist work;
• is professional;
• is organised and reliable and able to manage multiple tasks and deadlines;
• is accurate, with strong attention to detail;
• is an excellent written and verbal communicator with strong interpersonal skills;
• enjoys working collaboratively; and
• is comfortable with technology and committed to continuous improvement.

Your values will also align with ours:

• Support: We uplift each other, our clients and referrers, and our community.
• Reliability: We keep our promises, and our team and clients can trust us to deliver.
• Accountability: We own our actions, take responsibility and learn from every experience.
• We never stop growing and we learn, adapt and innovate.
• Balance: We always find the right balance in how we work and how we live and value wellness, perspective and sustainability.

WhyLife Legacy Legal?

At Life Legacy Legal, our passion for what we do is reflected in our commitment to our clients and our team. We invest in our people, offering a supportive and collaborative environment with regular social activities. Our firm is known for its friendly atmosphere and dedication to providing premium legal services.

This full-time position offers a competitive salary, designed to reward your experience and dedication.

This role is based in our Sandgate office.