Client Services Officer

Our friendly SMSF team in Colac is looking for a Client Services Officer for an immediate start! This role is permanent, full-time position. 

You will be helping the team with a variety of administrative tasks to ensure they remain on track with providing the best possible service to our valued clients!  

Please note: this role requires travel to Ballarat once a month (fully reimbursable). 

Your role, your contribution! 

• Complete diverse administrative tasks, from mail and correspondence to lodging tax returns.
• Offer general support to the SMSF Team including efficient database entry and management. 
• Provide administrative support with client related tasks, including collation of financial accounts and tax returns, client service agreements and other documents.
• Maintain accurate client records and compliance files
   

What you will bring to the role

• Stron...