Client Services Officer – Toowoomba – Award-Winning Professional Services Firm – 9 Day Fortnight - $70K-$80K+Benifits
Core
Client Services Officer providing administrative support, client relationship management, and corporate secretarial duties for a professional services firm.
Role type
Client Services Officer (Administrative & Secretarial)
Builds
Integrated solutions across accounting, financial planning, business advisory, superannuation, and finance services.
Domain
Professional Services (Accounting, Financial Planning, Business Advisory)
Deliverable
client delivery
Required skills
Client relationship management, workflow coordination, report preparation, document execution and lodgement, ASIC corporate secretarial duties, client onboarding/offboarding, database management, Microsoft Office proficiency
Preferred skills
Experience with ASIC forms, corporate secretarial tasks, professional services environments
Responsibilities
Build and maintain strong client relationships, coordinate workflow and deadlines, liaise with clients to obtain information and manage timelines, prepare and present reports and documentation, manage document execution and lodgement processes, support client onboarding and offboarding, maintain accurate client databases and document management systems, provide reception and front-of-house backup support
Seniority
Mid-level, hands-on IC