Client Services Coordinator

Company

An exciting opportunity has become available to join a leading organisation within the Financial Services & Wealth sector, situated out of their new offices on the fringe of the Adelaide CBD. 

This opportunity is working for a high-profile and agile organisation providing the opportunity to join not only a well-established but growing business as they redefine the industry through innovative technologies and their unique approach. The organisation has an incredibly tightly-knit culture, and a people-first approach making them an extremely attractive employer for those that are tired of the corporate grind and are seeking a collaborative environment with strong leadership.

Not only does this business support a healthy work-life balance, offering the ability to work from home, but they are also flexible with start and finish times so you can avoid the traffic as you drive to work each day with ample parking available directly out the front of their modern offices.

Position

Due to the ongoing expansion of the business, the role will not only support the organisation's administration operation function but will work closely with the Directors and Senior management cross-functional team.

In this role you will support the directors with daily operational tasks but also work with clients meaning you will be one of the key contact points of the practice.

• Providing high-level administrative support to a team and esteemed clientele.
• Expertly handling lodgements and requests with the Australian Tax Office and Securities and Investments Commission, ensuring absolute compliance and timeliness.
• Managing daily correspondence and mail with superior organisational and communication skills.
• Assisting the team in various administrative tasks, including documents, preparing detailed reports, and maintaining accurate spreadsheets.
• Serving as the key custodian of the client database, adeptly adding, archiving, and updating client profiles.
• Actively seeking opportunities for innovation, striving for continuous process improvement and efficiency.
• Aiding in managing phone call overflow, seamlessly juggling multiple tasks while maintaining composure and professionalism.
• Contributing to projects and events as directed by the Operations Team, bringing fresh ideas and perspectives to the table.
• Actively communicate with all team members, fostering a collaborative and supportive work environment.
• Regularly update managers on capacity and workflow, promoting a transparent and productive work environment.

Candidate

• Prior experience in a similar role working within an Australian accounting or financial public practice would be highly regarded.
• Exceptional written and verbal communication skills.
• Proficiency in Microsoft Office suite, especially Outlook, Word, and Excel.
• Attention to detail and commitment to delivering accurate work.
• Ability to multitask and solve problems
• Strong dedication to teamwork, eagerness to learn, and develop new skills.
• Positive attitude and enthusiasm, fostering a dynamic work environment.
• Ambition to become an industry expert and mentor others.

If you fit the above criteria and would like to learn more, please contact Tristan on 0406 238 *** for a private and confidential discussion.

Alternatively, feel free to email through to ***************@wtpgroup.com