Client Services Officer

myprosperity; Sydney; In loco; AUD 24.000 - 32.000; Part-time

Vantaggi offerti da questo lavoro

Career development

Recognition program

Collaborative culture

Buddy training

Descrizione del lavoro

myprosperity in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time basis (2 days per week) for a 12-month max-term contract. You will manage a range of administrative duties—from lodging tax returns and ATO correspondence to preparing financial packages and coordinating with advisors, partners and corporate staff to deliver outstanding service.

You bring strong Microsoft Office skills, excellent communication, attention to detail and a collaborative

Competenze

• Excellent written and verbal communication skills required.
• Demonstrated proficiency in Microsoft Office applications.
• Strong organizational skills with high attention to detail.
• Customer service orientation and ability to work in a team.
• Reliable time management and proactive approach to admin tasks.

Mansioni

• Lodge tax returns and manage ATO correspondence.
• Prepare financial packages and handle SMSF-related admin tasks.
• Attend to ASIC requirements and new entity establishments.
• Process orders for legal documents for SMSFs and manage invoicing.
• Coordinate with advisors, partners and corporate staff to ensure excellent service.

Conoscenze

Customer service excellence

Communication skills

Team player

Attention to detail

Time management

Strumenti

Microsoft Office

Descrizione del lavoro

We are looking for a proactive and enthusiastic Client Services Officer to join our SMSF team in Sydney. This is a part-time (2 days per week) office based, 12-month max-term contract position providing the opportunity to develop and grow with a leading provider of Accounting and Financial Services.

Your role, your contribution!

• Take charge of diverse administrative tasks, from lodging tax returns to managing ATO correspondence and preparing financial packages
• Attend to ASIC requirements, along with new entity establishments
• Processing of orders for legal documents associated with SMSFs
• Be responsible for invoicing and WIP management while effectively communicating with advisors, partners, and corporate staff, delivering exceptional client service
• Communicate with accountants, partners and other staff to ensure exceptional service delivery to support them in servicing client requests

The benefits of joining us!

• Exciting career development and ongoing training support
• Be part of our Reward & Recognition Benefits program, celebrating outstanding performance
• Experience a positive and collaborative work culture that fosters innovation and teamwork
• Comprehensive training with a dedicated buddy to guide you.

What you bring to the role

• Demonstrated proficiency using the Microsoft Suite
• Exceptional phone manner and admin/customer service expertise to deliver outstanding client service
• A genuine team player with a friendly and helpful attitude
• Excellent written and verbal communication skills
• High attention to detail and strong time management skills.