Client Service Officer
At Moore Australia, we are committed to building a culture of inclusivity and respect, where everyone is valued and treated with fairness. We encourage individuals of Aboriginal and Torres Strait Islander heritage, those with disabilities, people from diverse cultural backgrounds, and members of the LGBTIQA+ community to apply.
About the role
We are seeking a high-performing Client Service Officer to join the Moore Australia team in our Adelaide office. If you are looking for a challenge, enjoy client contact and working as an integral part of a team, this role would be ideal for you.
You will be responsible in assisting the Business Advisory Services team with all client interactions and compliance requirements. This includes a broad range of activities, including:
- Maintaining the accuracy of our client base through adding new clients and changing client details, including advising both the ATO and ASIC of the same;
- Attending to all corporate compliance obligations for the team’s client base;
- Co-ordinate the formation of new companies, trusts and SMSF’s;
- Preparing client engagement letters, creating client jobs in our practice management system, and scheduling the inflow of annual compliance work;
- Assist with client job workflow management;
- Preparation of client packs for electronic sending for all job types;
- Assist with the preparation and sending of client fee invoices;
- Managing the flow of client correspondence, ensuring all time critical obligations are met;
- Administrative support, including management of ATO lodgement program for the team;
- Attending to all other administrative matters as requested by the team.
About You
Important personal attributes required for success in this role are:
- Previous Client Service Officer experience in a Professional Services business, ideally public practice;
- The ability to complete tasks autonomously and on time;
- A customer first approach;
ability to build a strong relationship with clients; - A positive “can-do” attitude and the desire to contribute to the team;
- A strong alignment with the firm’s core values;
- High quality written and verbal communication skills;
- Attention to detail, with the initiative to deal with situations as they arise;
- Experience with professional services practice management systems (but not essential);
- Working knowledge of Microsoft Office Suite.
To apply for this position, you must have the right to live and work in Australia.