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    Senior Client Services Administrator - Melbourne, Australia - Future Advisory

    Future Advisory
    Future Advisory Melbourne, Australia

    1 week ago

    Default job background
    Full time
    Description

    About Us :

    We are for the future - here for you now, so you can enjoy the later.

    We do your tax, financial planning, bookkeeping and mortgage broking, so you can focus your efforts on the things that matter most.

    About You :

    A team player, supportive to the administration team, the business and its values and objectives.

    Position Summary :

    This role is required to perform a wide range of administrative and office support activities for the firm, its partners, managers and members of their team to facilitate the efficient operation of the accounting team. Supporting a team of professionals, the CSA is required to demonstrate initiative and work as an enthusiastic team member with the organisation's office routines and procedures, keeping in mind the overall business objectives.

    Key Requirements :

    • Computer skills and knowledge of relevant software
    • Knowledge of clerical and administrative procedures and systems such as filing and record keeping
    • Communication skills - written and verbal
    • Planning and organising
    • Prioritising
    • Problem assessment and problem solving
    • Information gathering and information monitoring
    • Attention to detail and accuracy
    • Flexibility and adaptability
    • Customer service orientation
    • Teamwork

    Job Responsibility :

    • General administration duties for the accounting team, including preparation of client packages
    • Setting up new clients in operating systems and the ATO portal
    • Handle requests for information and data from clients and your team
    • Prepare all letters pertaining to administration including ethical letters
    • Ensure timely delivery of information to Clients as requested by your team
    • Other ad-hoc activities as needed by your team

    Job Functions :

    Client Service Administrator

    Job Benefits :

    Flexible working arrangements

    Supportive and friendly team and management

    Focus on wellbeing

    Regular team culture dayys

    Selling Point :

    .

    Contact :

    Shelley Henry

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