Your new company

Hays are proud to be partnering with a dynamic and forward-thinking financial services firm renowned for its exceptional advisory and investment solutions. Our client Specialises in providing comprehensive financial planning, wealth management, and investment strategies tailored to meet the unique needs of their clients. They are committed to fostering long-term relationships and delivering innovative strategies that drive success. This firm offers competitive salaries, comprehensive benefits, and a supportive and inclusive work culture that values diversity and collaboration.

Your new role

Your new role as a Client Services Officer you will join a fantastic team located on the skirt of the Adelaide CBD. You will be an integral part of a robust firm responsible for duties not limited to:

• Promptly respond to phone calls and manage general reception duties (e.g., scanning, filing).
• Manage and maintain the database.
• Process mailouts, including Trust Distributions, ASIC Annual Invoices, and Tax Checklists.
• Facilitate new trust and company incorporations.
• Successfully onboard and offboard clients, handling ethical letter requests and correspondence.
• Enhance team efficiencies, improvements, and implementation.
• Prepare workflow reports and allocate compliance tasks.
• Plan capacity for team members and conduct regular reviews of WIP and budgets.
• Manage invoicing and FuseSign to clients.
• Ensure compliance with ATO obligations and lodgement programs.
• Facilitate BAS & PAYGI reminders, tax lodgements reporting, and ATO payment arrangements.
• Prepare GIC/Late Lodgement Remissions and lodge ATO extensions.
• Manage company debts and communicate appropriately with clients.
• Oversee BGL CAS management and prepare annual company reviews and changes.
• Maintain ASIC Business Name Register and Director ID initiative.
• Provide additional support with Director’s email and diary management.
• Perform general ad hoc duties as required.

What you'll need to succeed

To be considered for this role, you will meet the following criteria:

• Prior experience in an administrative role, ideally within a professional services environment
• Proficiency with ASIC; experience with FuseDocs and FuseSign is desirable
• Strong organisational skills and attention to detail
• Excellent communication and interpersonal abilities
• Discretion and professionalism in handling confidential information

What you'll get in return

In return for your hard work and dedication, you will enjoy:

• Collaborative and supportive team culture.
• Attractive salary package
• Space to apply and enhance existing skills
• Opportunities for ongoing professional development and training.

What you need to do now

Tanya Murray is currently recruiting this exciting permanent opportunity so if this sounds like the role you have been looking for and hold all the above requirements, apply ASAP via the link. At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from a diverse background to apply.