Senior Client Services Officer

Company

An innovative leader in the Financial Services & Wealth Management sector is seeking an Administrative Professional to join their vibrant team. Based in state-of-the-art offices on the cusp of the CBD, this role offers an engaging work environment with a culture that values creativity and collaborative spirit.

Key Responsibilities

• Provide exceptional support, playing a crucial role in team efficiency and ensuring the highest satisfaction among prestigious clients.
• Accurately manage lodgements and correspondence with the Australian Tax Office and Securities and Investments Commission, maintaining strict compliance and precision.
• Setting up new entities for clients, fostering and maintaining ongoing relationships with a personal touch.
• Organize daily correspondence and maintain records and databases, ensuring information is up-to-date and easily accessible.
• Assist in creating detailed reports, managing accurate documentation and overseeing the client database with exceptional attention to detail.
• Proactively seek and implement cutting-edge solutions to streamline processes, boosting productivity and enhancing client service.
• Contribute innovative ideas and fresh perspectives to team projects, playing a key role in driving the company's growth and success.
• Ensure clear and effective communication with senior team members, nurturing a collaborative and supportive work environment.
• Regularly update management on team capacity and workflow, promoting a transparent and efficient workplace.

Ideal Candidate

• Possesses prior experience within an Australian accounting or financial public practice, with a track record of excellence in administrative roles.
• Exhibits outstanding written and verbal communication abilities, with a flair for engaging clients and colleagues alike.
• Is skilled in the use of Microsoft Office applications, particularly Outlook, Word, and Excel, and brings a detail-oriented approach to all tasks.
• Thrives in multitasking and problem-solving, delivering high-quality results consistently.
• Displays a strong team ethic, a willingness to learn, and the ability to foster a positive, dynamic office environment.
• Is driven by the desire to excel in the industry and to take on a mentoring role within the team.