Client Services Officer

About the Role

We are a dynamic, professional services firm located in the heart of the Adelaide CBD. We are seeking an experienced and proactive Client Services Officer to provide high-level administrative support to our partners and professional staff.

In this diverse role, you will be the backbone of the team, managing a blend of traditional corporate administration, accounting support, and wealth management administration. If you are an administrative professional who thrives in a collaborative, fast-paced environment and possesses strong attention to detail, we want to hear from you.

Key Responsibilities

• Accounting Support: Collate income tax returns and financial statements for individuals, companies, trusts, and superannuation funds. Print Work In Progress (WIP) reports, handle billing worksheets, and complete monthly fees (including write-offs and WIP transfers).