AddressOur client is a growing and dynamic accounting firm seeking an experienced Client Services Administrator to join their friendly team. Joining this firm will mean you will be working for a company that really values their employees which is shown through the level of commitment to supporting the career goals of their team and encouraging a work/life balance.
Key responsibilities of the position are:
- Management of client database using XPlan;
- Document and files management
- Assisting in setting up datafeeds to XPlan
- Managing mailout to clients
- General administration duties, including photocopying, scanning, and binding
- Assisting the team with new projects
- Assisting with the preparation of information for SoA
- Maintaining a neat and tidy office environment
Skill requirements for this position are:
- Proficiency with Microsoft Office products -Bsic
- Experience in using XPlan will be highly regarded but not essential
- Experience working for an accounting or Financial Planning firm will be highly regarded!!!
- Excellent phone manner;
- Strong attention to detail;
- 3+ years experience in a similar role.
Would you like to know more about this role???
Please submit your cover letter and resume by clicking on the "apply" button, or call Victoria Pyatt on 03 90130*** for a confidential discussion.
