Client Services Officer
Core
Administrative and client support for Self-Managed Super Funds (SMSFs), handling tax returns, entity establishment, and financial documentation.
Role type
Client Services Officer (Administrative)
Builds
Financial packages, legal documents, and client correspondence for SMSF clients.
Domain
Accounting and Financial Services
Deliverable
client delivery
Required skills
Microsoft Suite proficiency, invoicing, WIP management, ATO correspondence, ASIC compliance, new entity establishment, tax return lodging
Preferred skills
exceptional phone manner, attention to detail, time management
Responsibilities
Lodge tax returns, manage ATO correspondence, process legal document orders, handle invoicing and WIP management, communicate with advisors and partners
Seniority
Entry-level / Contract
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