Client Services Officer

Job description

Our friendly SMSF team in Colac is looking for a Client Services Officer for an immediate start! This role is permanent, full-time position. You will be helping the team with a variety of administrative tasks to ensure they remain on track with providing the best possible service to our valued clients! Please note: this role requires travel to Ballarat once a month (fully reimbursable). Your role, your contribution!: What you will bring to the role - Complete diverse administrative tasks, from mail and correspondence to lodging tax returns. - Offer general support to the SMSF Team including efficient database entry and management. - Provide administrative support with client related tasks, including collation of financial accounts and tax returns, client service agreements and other documents. - Maintain accurate client records and compliance files - Strong attention to detail with the ability to stay organised and manage priorities. - Clear and confident communication skills, with a friendly and approachable manner. - Familiar with Microsoft Office programs, including Outlook, Word, Excel and Teams - A reliable team player with a positive attitude and willingness to learn. The ben...