Company

StrategemSee more

addressAddressBendigo, VIC
CategoryAccounting & Finance

Job description

About Us:

Strategem is a leading provider of accounting, advisory and wealth management services. This is an opportunity to join and be part of a celebrated team who has been providing forward focused, innovative and tailored advice to clients for over 90 years.

People are at the core of what we do, whether that be our clients or our team members. Our purpose is to enrich lives through better financial decisions, and you can be part of that!

To support our commitment to our people, and dedicated to our clients, Strategem has developed the five key behaviours of Strategem: 

Commitment – Doing what you say. 

Curiosity- Thinking differently.

Conversation – Being open and honest.  

Collaboration – Working better together.  

Leadership – Leading the way 

Through demonstration of these key behaviours within our business, our staff are able to assist in achieving strategic objectives and goals. 

The role:

We are seeking an experienced Client Services Officer to support our Bendigo team. 

We anticipate that the role will be full time, however flexible hours are available and Part Time can be negotiable for the right candidate.

The Client Services Officer is responsible for providing administrative and executive support to the Tax and Accounting team, this assists in the delivery of a range of services to Strategem clients.  

The CSO manages the coordination of workflows between Partners and the team, handles client enquiries, administers client documents, and assists with diary management of the partners.    

The CSO works collaboratively across the business with many different stakeholders and teams and works to ensure that workflows run smoothly and effectively for both the team members and clients.  

Experience in working in a public accounting practice or boutique professional services sector (such as a financial services or law firm) would be an advantage.

What we are looking for:

  • Is motivated by being challenged and driven to exceed expectations.
  • Is passionate about people and goes above and beyond to provide a good client experience.
  • Possesses initiative and the ability to work flexibly within a team.
  • Is driven by supporting those around them and has the ability to prioritise and work flexibly depending on the demands of the business.

What we will offer you:

A stable, fun and supportive environment where you can make a difference and grow your career. We are committed to the ongoing development of our people.

We want our people to be their best and achieve the right balance for work and home, we offer various flexibility options such as: hybrid work, flexible hours of work, monthly RDO’s and health and wellbeing days.

We’re proud of the role we play in our community, team members have the ability to get involved and support causes they’re passionate about through the Strategem Community Foundation. 

Other benefits include – Access to discounted expertise, regular team gatherings, EAP, referral bonuses and an industry competitive salary package. 

If you are looking to be part of a growing firm that is trying to do things differently for the benefit of team and clients, then Strategem is the place for you.

Applications are received via Seek, if you have any questions please speak with our HR Team via: **@strategem.com.au 

Refer code: 2138024. Strategem - The previous day - 2024-05-05 23:42

Strategem

Bendigo, VIC
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