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Client Services / Receptionist

Client Services / Receptionist

AMCO Tax and Financial AdvisersSydney, NSW, Australia
8 days ago
Job description

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AMCO - Chartered Tax and Financial Advisers

Customer Service / Receptionist

Reports To

The Customer Service / Receptionist position reports to The Practice Manager - AMCO Financial Planning

Position Overview

This is a support position in a leading Wealth Management Practice that has been operating for over 28 years.

On a broad level, the position provides support and inspiration at all levels within both the Tax and Financial Planning practice of AMCO .

Responsibilities

  • Responsible for liaising and greeting clients visiting the practice.
  • Effective communication via telephone and email.
  • Complete various Administrative tasks as delegated including organizing appointments etc..
  • Update client management systems, including accessing records as required via The Australian Taxation Office (ATO), Australian Securities and Investment Commission (ASIC) and Xero.
  • Update marketing materials and financial planning / tax practice business development.
  • Ensure records are promptly updated, i.e. minutes from meetings, lodgement of documents and processing banking etc.
  • Maintain reception and company profile in line with AMCO standards and assist Snr. Professionals at AMCO deliver exceptional service to long standing clients.
  • Assisting with accounts receivable duties.
  • Lodgement of documents with the ATO and ASIC

Qualifications / skills

  • Ideally degree qualified or studying Finance, Tax or Social Media (Financial Support provided)
  • Min 3 Yrs experience in a similar position
  • Excellent verbal and written skills, Strong attention to detail and Client service orientated.
  • Ability to use computer systems and proven track record in fast learning and development
  • Ability to manage competing priorities, active listener, calm & empathetic
  • Self-motivated and accountable to personal and professional development
  • A desire to learn and progress to Snr. Financial / Administrative / HR or Marketing role within a leading Wealth Management Practice

    • Job Type : Permanent, Full-time

    Attractive remuneration applies based on experience.

  • Employee mentoring program
  • Annual Performance bonus

    • Experience :

  • Customer service : 3 years (Required)

    • Work Location : Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Administrative

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    Client Services / Receptionist • Sydney, NSW, Australia