Client Services Officer

vor 2 Monaten


Perth, Österreich Knight Financial Advisors Vollzeit

Client Services Officer Professional services industry

Great offices based in Subiaco

Fun and sociable working environment

The Role You will be required to work as part of the Client Services team and diligently carry out a variety of tasks. The role consists of both routine tasks that must be carried out meticulously and accurately but also ad hoc tasks that can come up quickly and require an open-minded and solution-orientated approach to complete effectively.

Our Client Services team plays an important role in supporting our professional staff and ensures that clients who attend our business have an excellent experience. This includes a broad range of tasks ranging from making a coffee for a client, providing backup support to reception to incorporating companies and assisting the Accountants with preparing client packs and data management and other ad hoc projects that help make our business more efficient.

The ability to multitask and good organisational and communication skills will be an essential requirement for this role. You will need to be able to work to tight deadlines and manage expectations on the delivery of your work. A positive attitude and 'can do' attitude will help you perform well in this role.

Main duties include: Undertake company secretarial compliance processes; Assisting with ASIC and ATO document preparation and lodgement; Assisting with recording and managing workflow processes; Assisting with client pack preparation; Calendar management for key people; Remaining vigilant for opportunities to provide better service to our clients or improve the effectiveness of our systems and processes. Qualifications, Experience and Skills Experience in business administration is beneficial; Being able to work with multiple software is essential; A commerce or administration-related qualification is beneficial; Experience with Microsoft Office, particularly MS Word is beneficial; Experience with the management of ASIC requirements for companies is beneficial; Experience with MYOB is beneficial.
#J-18808-Ljbffr


  • Client Services Officer

    vor 3 Monaten


    Perth, Österreich Knight Financial Advisors Vollzeit

    Client Services Officer Professional services industry Great offices based in Subiaco Fun and sociable working environment The Role You will be required to work as part of the Client Services team and diligently carry out a variety of tasks.The role consists of both routine tasks that must be carried out meticulously and accurately but also ad hoc tasks that...


  • Perth, Österreich Echo Community Services Vollzeit

    Job Category: Administration, Community Services & Development - Aged & Disability Support, Customer Service, OperationsOur purpose is to enrich the lives of people living independently in their own homes through connection to services and community.About ECHO ECHO Community Services is a registered charity providing care to the elderly to help them live in...


  • Perth, Österreich Echo Community Services Vollzeit

    Job Category: Administration, Community Services & Development - Aged & Disability Support, Customer Service, OperationsOur purpose is to enrich the lives of people living independently in their own homes through connection to services and community.About ECHOECHO Community Services is a registered charity providing care to the elderly to help them live in...

  • Client Services Officer

    vor 3 Monaten


    Perth, Österreich Knight Financial Advisors Vollzeit

    Client Services OfficerProfessional services industryGreat offices based in SubiacoFun and sociable working environmentThe RoleYou will be required to work as part of the Client Services team and diligently carry out a variety of tasks.The role consists of both routine tasks that must be carried out meticulously and accurately but also ad hoc tasks that can...


  • Perth, Österreich Abn Group Vollzeit

    Our Company Bluebay Home Loans is an established Mortgage Management business, which specialises in residential finance (construction and established) and other niche lending such as SMSF investment loans.We are a company committed to innovation within the Home Loan market.Established in 2008 and part of the ABN Group of Companies we continue to grow and...


  • Perth, Österreich Abn Group Vollzeit

    Our Company Bluebay Home Loans is an established Mortgage Management business, which specialises in residential finance (construction and established) and other niche lending such as SMSF investment loans.We are a company committed to innovation within the Home Loan market.Established in 2008 and part of the ABN Group of Companies we continue to grow and...


  • Perth, Österreich Abn Group Vollzeit

    Our CompanyBluebay Home Loans is an established Mortgage Management business, which specialises in residential finance (construction and established) and other niche lending such as SMSF investment loans. We are a company committed to innovation within the Home Loan market. Established in 2008 and part of the ABN Group of Companies we continue to grow and...


  • Perth, Österreich At Vollzeit

    Odyssey Financial Services is a financial planning business based in Balcatta. We are seeking an experienced individual who has worked within the financial planning industry for a minimum of 2 years. We are offering a position which is fast-paced, dynamic, and rewarding. It will entail working closely with a Senior Financial Planner as well as with the...


  • Perth, Österreich Federal Court Of Australia Vollzeit

    Ongoing, full-timePerth, WAPosition OverviewThe Court and Tribunal Services Team is a pivotal part of the Court's operational structure with broad responsibility across the general federal jurisdiction for enquiries management, filed document management and providing services directly to the judiciary.This role operates within a small team and forms part of...


  • Perth, Österreich Catholic Archdiocese of Perth Vollzeit

    Client Services Officer (Catholic Development Fund - CDF)Client Services Officer (Catholic Development Fund - CDF) reports directly to the CDF Manager. CDF is a development fund that was created in 1974. The Catholic Development Fund supports the mission of the Church by helping to build Christ-centred, redemptive and transformative communities. CDF helps to...


  • Perth, Österreich Tideri Jobbörse Vollzeit

    Position: Client Services Manager Type: Full time We have an exciting opportunity for a Client Services Manager to join an established holistic Financial Planning Practice that prides itself on its extensive knowledge within the Medical Professional Industry.You will be predominately responsible for all administrative functions associated with supporting...


  • Perth, Österreich Tideri Jobbörse Vollzeit

    Job Category: Administration, Community Services & Development - Aged & Disability Support, Customer Service, Operations Our purpose is to enrich the lives of people living independently in their own homes through connection to services and community.About ECHO ECHO Community Services is a registered charity providing care to the elderly to help them live in...


  • Perth, Österreich Equity Trustees Vollzeit

    Client Services Officer – Health and Personal InjuryWe have a fantastic opportunity for you to join us in a 6-month contract role to provide exceptional administrative support to Health and Personal Injury clients. You will be a valued member of the Health and Personal Injury team, responsible for processing a high volume of payment requests, maintaining...


  • Perth, Österreich Hosch International Vollzeit

    Account & Relationship Management (Sales) Full time We're on the lookout for a talented high achiever that is ideally a skilled technician or from an engineering/mechanical background that excels in managing clients.This role requires someone who can take charge of a portfolio of clients and drive business growth. A reputable privately-owned company that...


  • Perth, Österreich At Vollzeit

    Administrative Assistants (Administration & Office Support)EXCLUSIVE OPPORTUNITY - SENIOR ADMINISTRATOR ROLEOur client, a well-established and respected accounting firm in Mount Lawley, is seeking an experienced Senior Client Services Administrator to join their dynamic team.About Our Client:We are partnering with a leading accounting practice known for...


  • Perth, Österreich Tideri Jobbörse Vollzeit

    Client Services Officer (Catholic Development Fund - CDF) Client Services Officer (Catholic Development Fund - CDF) reports directly to the CDF Manager.CDF is a development fund that was created in 1974.The Catholic Development Fund supports the mission of the Church by helping to build Christ-centred, redemptive and transformative communities.CDF helps to...

  • Client Support Officer

    vor 4 Wochen


    Perth, Österreich Telethon Institute For Child Health Research Vollzeit

    Posted: 11/19/2024 - Application Deadline: 12/4/2024CliniKids is The Kids Research Institute's first team to integrate world-class research with a clinical service.CliniKids is a unique integration of early intervention services, innovation, and research for children on the autism spectrum.Our mission is to support young children and their families to reach...


  • Perth, Österreich Hays Vollzeit

    Client Service Manager - Financial Planning - Western Suburbs - Permanent Position Your new companyAre you a dynamic and client-focused professional looking to make a significant impact in the financial planning industry? Our client, a prestigious financial planning practice in Perth, is seeking a dedicated Client Service Manager to join their team. This...


  • Perth, Österreich National Credit Insurance (Brokers) Pty Ltd Vollzeit

    Full timeNCI is Australia's leading Trade Credit Insurance Broker.We work with organisations from many industries to protect their profitability and have been doing so for almost 40 years!We have branches throughout Australia, New Zealand and Southeast Asia and employ nearly 200 staff.We provide specialist, value-added trade credit related services to an...

  • Client Service Manager

    vor 4 Wochen


    Perth, Österreich National Credit Insurance Vollzeit

    Full timeNCI is Australia's leading Trade Credit Insurance Broker.We work with organisations from many industries to protect their profitability and have been doing so for almost 40 years!We have branches throughout Australia, New Zealand and Southeast Asia and employ nearly 200 staff.We provide specialist, value-added trade credit related services to an...