Maintenance Service Officer - General Assistant

Warrigal

Sydney

On-site

AUD 26,000 - 36,000

Part time

4 days ago
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Job summary

Warrigal in Sydney is seeking a proactive Client Services Officer to join our SMSF team on a part-time basis (two days per week). This 12-month max-term contract role focuses on delivering high-quality client service through accurate administration and timely communication with advisors and staff.

You will handle tasks from lodging tax returns and ATO correspondence to preparing financial packages and onboarding new entities, with comprehensive training and buddy support to help you grow within

Responsibilities

  • 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

Job description

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.

…

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