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Client services officer

Newcastle
Bendigo Advertiser
Posted: 21 February
Offer description

ASX-listed Top 20 Accounting Firm growing at 30% per annum
Fantastic opportunity to build a long-term career with a nationally recognised firm
Part-time or Full-time opportunity

Join Kelly+Partners in Gloucester as a Client Services Officer. If you thrive in a professional services environment and enjoy delivering outstanding support, this role is for you.

Our Mission

At Kelly+Partners, we operate with one clear mission: "to help our people, Private Business Owners, and the communities we work in be better off". We are committed to providing personal and professional growth opportunities to ensure all our team members are set up for a fulfilling and successful future.

About Kelly+Partners

ASX-listed and ranked among Australia's Top 20 Accounting Firms
Winner of the Australian Business Awards for Employer of Choice 2022 and awarded one of Australia's Best Workplaces for Women 2023
Founded in 2006 and consistently growing at 30%+ per annum
A firm that genuinely invests in its people, development, and wellbeing

Why Join Us?

Benefits

In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:

Bespoke professional development and growth opportunities.
Modern, bright workplaces with state-of-the-art technology
Employee Assistance Program
Paid Community Service Leave

The Opportunity

As a Client Services Officer, you'll play a vital role in supporting our team and ensuring our clients receive a seamless, professional experience. You'll be a trusted point of contact, helping keep the practice running smoothly and contributing directly to the firm's continued growth.

Position Responsibilities

Provide administration support as part of the client services team
Assist in maintaining client information in our database
Onboarding of new clients into the database
Company and trust setup
ASIC and ATO Lodgements
Assist with communications, scheduling appointments, meetings, follow-ups and emails
General administrative tasks, such as: Scanning, filing, photocopying, mail etc

About You

Minimum of a year to two years' experience in a similar role, ideally at an accounting practice or professional services setting is desirable but not essential
HSC Certificate, Certificate III in Business Administration or equivalent is desirable but not essential
Working knowledge of the Microsoft Office suite of applications
Intermediate computer skills, specifically with the Microsoft Office Suite
Excellent written and verbal communication skills
High level of professionalism and exceptional customer service skills
Strong organisational skills and attention to detail
Proactive, self-motivated and enthusiastic
Willing to work minimum 3 days per week

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