Client Services Officer
Core
Administrative support for Self-Managed Super Funds (SMSFs), handling tax returns, ATO correspondence, and entity establishment.
Role type
Client Services Officer (Administrative)
Builds
Financial packages, legal documents, and client service delivery for SMSF clients.
Domain
Accounting and Financial Services (Superannuation)
Deliverable
client delivery
Required skills
Microsoft Suite proficiency, administrative task management, ATO correspondence handling, invoicing and WIP management, entity establishment processing
Preferred skills
Phone manner, customer service expertise, written and verbal communication, attention to detail, time management
Responsibilities
Lodge tax returns, manage ATO correspondence, prepare financial packages, attend to ASIC requirements, process orders for legal documents, handle invoicing and WIP management
Seniority
Entry-level, part-time contract
