Address
Form of workClient Services Administrator
- Leading National and International Accounting firm
- Collaborative and dynamic environment
- Full time – Adelaide CBD
Our client is a distinguished and reputable firm of Accountants and Advisors, actively seeking a detail orientated and highly organised individual to join their team!
About the role:
- Manage mail, banking, and payments of Accounts.
- Handle scanning, filing, and other administrative tasks.
- Prepare and analyze Macquarie statements for monthly client reports.
- Oversee terms deposits, including updates to worksorted and Xplan.
- Support monthly write-offs for the WA division when required.
- Maintain client database and handle change of details in Xplan and with third-party investment providers.
- Prepare reports for advisors and clients as requested.
- Record time and costs / generate invoices as required.
- Compile and review bulk transacting spreadsheets before payment authorization by Directors.
- Update and maintain Administration portfolio guides.
- Assist with the implementation of review advice.
- Perform routine problem-solving and triage of queries.
- Perform any additional tasks of comparable complexity and responsibility as needed.
About you
- Positive and team orientated.
- Advanced level Microsoft Office (Word, Excel, PowerPoint and Outlook ) Skills.
- Effective written and verbal communication.
- Exceptional attention to detail.
- Outstanding interpersonal skills, showcasing flexibility and initiative.
- Experience using Xplan/Iress desirable.
- Diploma or Certificate IV in Business Administration or a related field of study or demonstrate relevant experience in the field.
Benefits
- Training and professional development Program
- Wellness Program.
- Competitive salary
How to Apply: Don't miss this opportunity. Apply now with your most recent resume or contact Claire on (08) 8317 4***
Operating for over 18 years in Australia, New Zealand and the United Kingdom, people2people, Edge Recruitment and Frog Recruitment are your award-winning recruitment group and HR solutions provider. We are the 2022 Outstanding Large Agency, 2023 Excellence in Candidate Care and 2023 Excellence in Client Service RCSA Award winners. We mitigate our carbon emissions by measuring them and planting the equivalent in trees.
At people2people, Edge Recruitment and Frog Recruitment, everyone is welcome and as an inclusive workforce, we encourage our employees, clients, and candidates to showcase their authentic selves.
