We're partnering with a leading boutique accounting and financial services firm that specialises in Accounting, Financial Planning and Wealth Management.
They're looking for an experienced Senior Client Services Administrator to join their close knit team. You'll supervise and review the work of another Client Services Administrator and report directly into the Director of Accounting.
Responsibilities:
- Onboarding new clients onto internal systems and external portals by gathering relevant documentation and ensuring they meet compliance regulations.
- Review the work completed by the other CSA, providing feedback and coaching where necessary.
- Oversea proposals, manage correspondence from external vendors, and support the accounts team with the month end invoicing.
- Provide administrative accounting work, which will be varied from setting up super funds, creating new trusts and data collection.
This is an excellent opportunity for someone looking for the next step in their career. Whilst you will not be directly managing the other CSA, there is a lot of oversight and supervising in the role.
This is also not your typical CSA role - they're looking for someone who thinks outside the box and can bring innovative ideas to streamline processes and implement new strategies.
Requirements:
- 3+ years of administration or client services experience - ideally gained from working at an accounting firm.
- Confident using ASIC and ATO portals, with Xero experience a bonus.
- Great communication skills, a team player and a desire to provide the best experience.
- Confident providing feedback, training and reviewing other work - whether that be at a junior level up to an executive level.
In return for your hard work and commitment, you will be rewarded with a generous remuneration package, plus a discretionary yearly bonus and the opportunity to continue your development with a study allowance.
Please send your CV via the APPLY link today or directly to [email protected] - interviews taking place ASAP.
Please note, only Australian Citizens and Permanent Residence holders will be eligible for the role.
Consultant
Alice Pipes
Director, Permanent Recruitment
0482 088 075
[email protected]
Reference number: 11629
Profession:Client Service
Company: Keegan Adams
Date posted: 22nd Mar, 2024