Job Summary:
About the Role
We are seeking a Client Services Administrator to provide administrative support and ensure the team remains on track with delivering excellent service to valued clients.
You will be responsible for performing various tasks including mail, correspondence, lodging tax returns, database entry, and client-related activities.
Your Key Responsibilities
* Complete diverse administrative tasks to maintain seamless operations.
* Offer general support to the team including efficient data management.
* Provide administrative assistance with client tasks such as collation of financial accounts and tax returns, client service agreements, and other documents.
* Maintain accurate client records and compliance files.
About You
To succeed in this role, you will need:
* Strong attention to detail with the ability to stay organized and manage priorities.
* Clear and confident communication skills, with a friendly and approachable manner.
* Familiarity with Microsoft Office programs, including Outlook, Word, Excel, and Teams.
* A reliable team player with a positive attitude and willingness to learn.
Why This Opportunity?
This is an opportunity to work in a dynamic environment where we empower our people to operate from anywhere they find themselves most productive and collaborative. We value diversity and inclusivity, and we are committed to creating an inclusive environment for all employees.
If you are a motivated individual who is passionate about delivering exceptional results, then we would love to hear from you!