Client Administration Associate

Profusion Group

An exciting opportunity to join an established boutique as a Client Administration Associate across their Accounting and Wealth Management divisions.

  • Permanent Full Time
  • Up to $60,000 Incl. Super
  • Inner Northern Suburbs
Company Overview

This highly regarded private accounting boutique is known for their client-focused approach to delivering valuable and fair accounting and wealth services to their members. Their rapid growth has opened a position for a client services officer to join their team.

Role Overview 

This is an excellent opportunity for a dedicated and highly motivated individual wanting to develop their administration and client service skills within the financial services industry. You will be responsible for providing solid administrative support to both the Accounting and Financial Planning divisions. 
  • General administrative duties (telephone service, mailings, courier services);
  • Office management, liaising with relevant internal stakeholders and external organisations;
  • Manage meeting rooms and guest reception areas;
  • Manage relevant databases and client portals;
  • Client on boarding and documentation follow ups;
  • Maintain the company registers;
  • Act as an internal administrator for Xero and other CRM’s;
  • Liaise with relevant government bodies such as the ATO and ASIC.
Skills and Experience 
  • Prior experience within a similar role, ideally within Accounting or Financial Planning;
  • Previous experience in a financial or professional services organization is preferred;
  • Solid interpersonal skills and the ability to effectively communicate with both internal and external stakeholders;
  • Strong attention to detail;
  • An ability to thrive in an autonomous role;
  • Ability to multi-task and work in a fast-paced environment;
  • Proficiency with Microsoft Office platforms;
  • Strong verbal and written communication skills;
  • A can-do, proactive attitude, and willingness to learn new skills!
What's on Offer 

This is an exciting opportunity for a dedicated individual to join a high performing team and take the next step in their career. Our clients’ boutique nature cultivates a family like environment where professional growth is encouraged. 

Click on the APPLY button or contact Hagan Noronha on 03 9602 9815