Administration Assistant / Client Services

Our client, based in the Southport CBD is a boutique consulting services firm within the finance sector. They have a strong reputation, nice small team and a very good flow of inbound work, leading to a bright outlook for the business.

They are now seeking an Administration Assistant / Client Services Officer to join the team in a permanent role supporting daily operations. 

Your role will be responsible for assisting the Directors with client project management and administration activities including:

• Creation and maintenance of client files
• On-boarding of new clients and implementation of processes
• Preparation of forms, documents and correspondence
• Assisting with the analysis of client financial information
• Managing and completing client related tasks
• Project management with external stakeholders and third party providers.

It will be highly suited to someone from an accounting or insolvency firm, the banking sector, finance or lending businesses, legal or professional services firms.

We are seeking a professional candidate that meets the following criteria:

• At least 4 years of administrative experience
• Strong client service and communication skills are a must
• High level administrative and IT skills with highly accurate data entry, spelling and grammatical skills
• The ability to read and understand financial documents would be ideal
• Attention to detail in collating information and preparing documentation
• Skills in Microsoft Office and Google Suite as well as CRM’s
• Ideal to have experience in using Xero and/or MYOB (this is not an accounts processing role, only retrieving financial data)
• Good organisational, time management and multi-tasking skills
• Self-directed with the ability to work autonomously in the office

On offer is a competitive salary, flexible work options, ongoing training, and really interesting work that also helps your clients.

Please click on the link to apply.

If you wish to have a confidential discussion before you apply, please call David Ford directly on 0414862***.