Client Services Officer

Victoria - Australia

Monthly Salary: Not Disclosed

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

We are seeking a motivated SMSF Client Service Officer to join our inclusive and friendly team at MS Group. This role offers flexibility to work across both our Kyabram and Shepparton offices.

This role is perfect for a school leaver with an interest in numbers accounting and finance!

As an SMSF Client Service Officer you will work closely with our SMSF Accounting Assistant and Accountants to manage the administration of self-managed superannuation funds ensuring our clients receive exceptional service and support.

Key responsibilities

Assist with investments transactions dividend reinvestments and fund banking
Process data feeds dividend notices and tax statements
Prepare payments and manage superfund bank accounts
Generate client correspondence reports and billing
Provide client support via phone or in-person
Maintaining scanning and filing client documentation
Assist in preparation and compilation of client information and financial reports

Requirements

Excellent communication and organisational skills
Ability to maintain client confidentiality and professionalism
High attention to detail
Experience with Microsoft programs and computer skills
Ability to work both independently and collaboratively in a team

Why join us

Be part of a supportive and inclusive team
Opportunities for professional development and growth
Year-round health and wellbeing program
Employee Assistance Program (EAP)
A range of employee benefits

Apply now

Please apply through SEEK or send your application directly to

For further information contact our HR Manager on (03)

Required Experience:

Junior IC

We are seeking a motivated SMSF Client Service Officer to join our inclusive and friendly team at MS Group. This role offers flexibility to work across both our Kyabram and Shepparton offices.This role is perfect for a school leaver with an interest in numbers accounting and finance!As an SMSF Clien...