Australia

Client Services Administrator – SMSF Team (Mulgrave)

Client Services Administrator – SMSF Team (Mulgrave)
Description
Client Services Administrator – SMSF Team Looking for a role where organisation, ownership and teamwork are valued? We are looking for an organised and detail-oriented Client Services Administrator to join our Self-Managed Super Fund (SMSF) team in a full-time role based in Mulgrave, Victoria. This role will suit someone who enjoys creating order, following processes and ensuring tasks are completed accurately and on time. Whether you have previous administration experience or are looking to start your career in a professional office environment, we are interested in people with a positive attitude, strong organisational skills and a willingness to learn. You'll support our SMSF and accounting teams with a variety of administrative tasks, helping to manage documents, workflows and client communications while keeping things running smoothly. While administration-focused and process-driven, this role is far from "just paperwork". You'll be part of a collaborative team, receive on-the-job training and gain valuable exposure to the SMSF and accounting industry. We are a modern, 100% cloud-based accounting practice with approximately 45 staff and growing. Located in the Mulgrave Nexus Business Precinct, our office offers onsite parking and easy access to the Monash Freeway. About the Role Key responsibilities will include but not be limited to:
· Managing and tracking documents through various stages of completion
· Following up with clients and team members to keep tasks moving
· Maintaining accurate records, databases and workflow systems
· Managing client communications and administrative processes
· Assisting with reception duties, phones and client enquiries
· Coordinating meeting rooms, mail and general office administration
· Supporting the broader SMSF and accounting teams
· Taking ownership of processes and ensuring nothing falls through the cracks About You We're looking for someone who is organised, reliable and takes pride in getting the details right. You enjoy creating order, keeping track of multiple tasks and ensuring things are completed accurately and on time. You're the type of person who naturally follows up on outstanding items, maintains accurate records and gains satisfaction from keeping things running smoothly. You will likely be someone who:
· Learns quickly and enjoys new systems and processes
· Has excellent attention to detail and organisational skills
· Takes ownership of tasks and follows them through to completion
· Communicates professionally with clients and colleagues
· Is proactive, dependable and willing to help where needed
· Enjoys working as part of a team This role is ideal for someone who values consistency, enjoys supporting others and takes pride in being the person the team can rely on. Previous administration experience within an accounting, skilled services or office environment would be highly regarded, but not essential. Experience with Microsoft Office, particularly Word and Excel, is required. Experience with software such as Xero, XPM, FYI Docs, BGL360, FuseSign and Practice Ignition would be advantageous. What We Offer
· A supportive and welcoming team environment
· Structured training and support for the right entry-level candidate
· Ongoing learning and development opportunities
· Brand-new modern offices in Mulgrave
· Long-term career stability within a growing business
· The opportunity to become a valued and trusted member of the team

If you enjoy organisation, take ownership of your work and want to be part of a positive team culture, we would love to hear from you. To apply, please submit your resume and a cover letter. At the beginning of your cover letter, please include three bullet points outlining what makes you stand out as a candidate and why this opportunity interests you. Only applicants with permanent working rights in Australia will be considered. Apply on Kit Job: kitjobau.com/job/3rm4dn
Highlights
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Client Services Administrator – SMSF Team (Mulgrave) has been posted in the Mulgrave Administrative & Support category on Locanto.

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