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!
- 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
What you will bring to the role
- Stron...