Client Service Administrator jobs in Victoria

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CLIENT SERVICES ADMINISTRATOR- FINANCIAL PLANNING- DREAM JOB!!!

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

CompanyLaunchtwo People
AddressMelbourne, VIC
CategoryAccounting & Finance
Date Posted 3 days ago See detail

Client Services Administrator- Financial Planning- Dream Job!!!

Launchtwo People

Melbourne, VIC

Management of client database using XPlan;. Document and filesmanagement. Assisting in setting up datafeeds to XPlan. Managing mailout to clients. General administration duties, including photocopying, scanning, and binding. Assi...

Client Services Administrator

Afs & Associates

Bendigo, VIC

Provide direct administrative support to the Partner. Assist the wider accounting team with various administrative tasks. Prepare Financial & Tax Return packages and manage Corporate Secretarial duties. Generate associated letters...

Client Services Administrator

Matthews Steer Accountants & Advisors

Essendon, VIC

Are you a confident individual with a curious mind, and have problem solving skills? Are you best friends with technology and can use it to your best advantage? Do you have strong project management skills? Do you have a keen...

Client Services Administrator ? Financial Planning

Atlamgroup

Melbourne, VIC

Located in lovely modern offices in the heart of South Yarra, the team is delightful... professional, friendly, flexible and supportive of one another, with a combined goal of delivering excellent service for clients. You'll have...

Client Services Administrator - East of the CBD

Engage Personnel

Melbourne, VIC

$45,000 - $55,000 a year

Exceptional customer service skills and a positive "can do attitude". Excellent presentation and communication skills. Previous experience within an accounting practice (looked on favourably but not essential)....

Client Services Administrator - Financial Planning

Recruitly

South Yarra, VIC

Circa $75k to $90k

Coordinate pre and post review meetings with clients. Prepare files, documentation and checklists for client review meetings. Process new and existing client application forms. Liaise with Accountants, Lawyers and Stockbrokers to...

Administrator (ASIC) / Client Services - Part time!

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Client Services Administrator (Accounting)

Private Advertiser

South Yarra, VIC

Young management team with open door policy for collaboration. Supportive team culture. Enjoy using all the latest technology and software available to the accounting industry. Additional paid annual Wellness day for mental and ph...

Client Services Administrator

Box Hill Institute

Box Hill, VIC

Flexible work arrangements. Career progression opportunities and reward & recognition programs. On-site parking. Novated leasing and salary packaging. Access to health & wellbeing resources. Employee discounts on health insurance,...

Client Services Administrator

Box Hill Institute Of Tafe

Box Hill, VIC

$56,592 - $56,592 a year

Based at our Box Hill Campus. Part Time 4 days per week. Ongoing opportunity. Pro Rata PACCT 3 $56,592 per annum (exclusive of superannuation). Demonstrated experience in a similar role. Experience in administration of educational...

Client Services Administrator

Findex

Lismore, VIC

Gain valuable real-life experience & insights by joining our Client Services team in Lismore, NSW! This is a permanent, full-time, onsite opportunity to help you to grow your administrative experience with the support of a passion...

Client Services Administrator | Young Dynamic Accounting Firm - Hawthorn

Engage Personnel

Melbourne, VIC

Maintaining the client database such as updating client information. Liaising with the Australian Taxation Office on behalf of clients in regards to general enquiries. Notice of Assessments. Preparing letters and other documentati...

Client Services Administrator | Young Dynamic Accounting Firm - Hawthorn

Engage Personnel

Victoria

$60,000 - $75,000 a year

Maintaining the client database such as updating client information. Liaising with the Australian Taxation Office on behalf of clients in regards to general enquiries. Notice of Assessments. Preparing letters and other documentati...

Client Service and Reporting Administrator

Professional Risk Underwriting Pty Ltd

Melbourne, VIC

CLIENT SERVICE AND REPORTING ADMINISTRATOR CONSUMER AND MOTOR DIVISIONAbout the jobProRisk is seeking a Client Service and Reporting Administrator to join our rapidly growing Consumer Business. The role is responsible for analysin...

Client Services / ASIC Administrator

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Client Services - Reception & Administrative Assistant

Venture Financial Planning

Bendigo, VIC

Booking appointments and managing advisers calendars. Greeting clients and visitors in a warm and friendly manner. Performing general administrative tasks, such as photocopying, data entry, email management and filing. Providing s...

Senior Administrator / Client Services Officer

Engage Personnel

Melbourne, VIC

$60,000 - $75,000 a year

Providing direct assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients. Work closely with the Advisers to support the client advice, im...

Senior Administrator/Client Services Manager

Lawson Delaney

Dandenong, VIC

Work in a growing sector & have a Career for life! WFH (2 days per week post probation). On-site gym. Friendly open door policy. Collation and recording of inbound/outbound documents, including ATO correspondence,Lodgement of do...

Service & Warranty Administrator

Metricon Homes

Dandenong, VIC

Assist customers regarding service and warranty related issues ensuring a seamless experience. Monitoring the Service & Warranty inbox, ensuring all enquiries are followed up. Scheduling of trades and suppliers including booking,...

Client Services Coordinator / Administrator

Keymoves

Melbourne, VIC

$70,000 - $75,000 a year

Serve as the primary liaison between clients and the accounting team, ensuring smooth communication and exceptional service. Manage client onboarding and engagements. Incorporate new entities for clients, handling ABN and TFN appl...

Account Manager – Administration / Client Services (Fashion)

Jerome Clothiers

Melbourne, VIC

$70,000 - $75,000 a year

Customer service excellence, primarily email and phone communication. Manage a growing portfolio of existing b2b accounts, ensuring maintenance and development of account relationships. Administration duties Order management, ba...

Client Services & Practice Administrator / MYOB Bookkeeper - CA Practice

Engage Personnel

Melbourne, VIC

Part of your role will include the internal company bookkeeping so previous MYOB experience (preferably within an accounting practice) is a must. A relevant tertiary qualification will benefit your application.Our client has a str...

Client Services / ASIC Administrator - Great Career Progression

Engage Personnel

Melbourne, VIC

Client on boarding. Preparation, co-ordination and processing of ASIC Company Statements including invoicing and minutes. Processing of all ASIC lodgements, including company registrations, shares transfers, shareholders, company...

Administration & Client Services Officer, Facilities & Maintenance

Albury Wodonga Health Vic

Wodonga, VIC

Join the largest regional health service between Sydney and Melbourne. Dynamic work environment and collaborative team culture. Access to wellness programs and fitness passport. Demonstrated experience in the provision of a high l...

Client Service Administration Coordinator

Genwest

Footscray, VIC

$102,546 - $107,074 a year

Working with the Manager to undertake recruitment, workload management, retention, and performance reviews of the CSA team. Preparing and maintaining appropriate, accurate, and confidential client records on the SHIP database, ass...

Administration / Client Services / Management / PA - Multiple Roles

Engage Personnel

Melbourne, VIC

Flexible working arrangements (onsite and offsite). Stylish and modern office space to make you feel comfortable. Celebrations of personal milestones. 4-6 weeks annual leave/regular RDO's/paid parental leave. Free lunches, weekly...

Customer Service Administrator & Office All-Rounder

Jacobs And Lowe

Mornington, VIC

We are seeking an enthusiastic and capable individual to join our dynamic team in the role of Customer Service Administrator & Office All-Rounder. This multifaceted position offers an exciting blend of responsibilities encompassin...

Customer Service Administrator

Adflex Marketing

Richmond, VIC

Adflex is one of Melbourne's top up and coming full-service fundraising companies. We provide support to many agencies and clients around Australia and New Zealand. We have recently opened a new position for a Junior Customer Serv...

Student Services Administrator 3 days, TT only, 6 month contract

Toorak College

Mount Eliza, VIC

Monitoring phones and emails to capture student absences. Assisting with students to sign in/out of the school. Assisting relief teachers to sign in and prepare for their day. Data entry and running attendance reporting. Communica...

Student Services Administrator 3 days, TT only, 6 month contract

Toorak College

Melbourne, VIC

Monitoring phones and emails to capture student absences. Assisting with students to sign in/out of the school. Assisting relief teachers to sign in and prepare for their day. Data entry and running attendance reporting. Communica...