Client Services Officer Family Office
Client Services Officer Family Office
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Client Services Officer Family Office (12-Month Parental Leave Contract)
Moore Australia Family Office Division
Fixed-Term Full-Time
Do you thrive in a dynamic client-focused environment where analytics decision-making and advisory converge Our Family Office is seeking an energetic and detail-oriented Client Services Officer to join our team and partner with fantastic clients.
This is a 12-month fixed term maternity leave cover role located either in Geelong or Melbourne.
Description
About the Role
Were looking for a highly organised proactive administrator with experience communicating with a diverse range of stakeholders. This role reports to the Client Administrator and will be pivotal in supporting daily operations and client service delivery including managing administrative tasks office operations and assisting with client-related activities to maintain the smooth functioning of the Family Office division.
Client Support
- Assist with client communication and direct inquiries to appropriate team members
- Support preparation of client meeting materials documentation and monthly reporting
- Maintain client databases and records with accuracy and confidentiality.
Administrative & Financial Operations
- Perform data entry and information collation
- Manage filing systems (physical and electronic) and routine administrative tasks
- Support invoicing processes and basic accounts receivable/payable functions
General Support
- Contribute to continuous process improvement initiatives
- Provide additional support to the Client Administrator and Family Office team as needed
Skills And Experiences
As our new team member you will have:
- Administrative or office support experience highly valued
- Proficient in Microsoft Office Suite (Word Excel PowerPoint Outlook)
- Strong data entry skills with high attention to accuracy
- Experience with database management systems preferred
- Basic understanding of invoicing and accounting principles beneficial
- Excellent organisational and time management skills
- Strong attention to detail and accuracy
- Professional written and verbal communication skills
- Ability to multitask and prioritise competing demands
- Strong interpersonal skills and team collaboration abilities
If this sounds like you and youre keen to join a team where you are valued and your career is a priority reach out for more information or apply now.
What we offer
At Moore Australia (VIC/TAS) we prioritise your success and wellbeing offering a range of benefits designed to enhance both your professional and personal life. Join us and experience a flexible working environment ongoing investment in your learning and development continuous mentorship internal training programs competitive salary with regular remuneration reviews and additional perks including access to paid leave and social club involvement.
Moore Australia (VIC/TAS) is a member of the Moore Australia network and Moore Global network. We have over 180 team members and 26 Directors across three locations. We are on an exciting growth path that will deliver on our mission by helping our clients thrive by providing a full service offering across 12 service lines.
We are passionate about our culture that values inclusion and diversity. We are an equal opportunity employer committed to building an inclusive workplace that encourages applications from diverse backgrounds that represents all sectors of the community. Please contact us at to discuss making any adjustments to the recruitment process for your accessibility requirements.
Required Experience:
Unclear Seniority
Employment Type
Contract
