Client Services Officer
Core
Administrative support for Self-Managed Super Funds (SMSFs), handling tax returns, ATO correspondence, and entity establishment.
Role type
Administrative Client Services Officer
Builds
Financial packages and legal documents for SMSF clients
Domain
Financial Services / Accounting
Required skills
Microsoft Suite proficiency, invoicing, database management, tax return lodging, ATO correspondence handling, entity establishment processing
Preferred skills
Phone manner, customer service expertise, written and verbal communication, time management
Responsibilities
Lodge tax returns, manage ATO correspondence, prepare financial packages, attend to ASIC requirements, process legal document orders, handle invoicing and WIP management, perform general administrative support
Seniority
Contract, flexible full-time or part-time