Job Description

Client Support Officer

Are you a people-person with a passion for organisation? Do you enjoy working in a collaborative team and taking ownership to meet shared goals?

Step into a career where your skills are truly valued! We’re seeking a proactive Client Support Officer who goes beyond the basics to make a real impact and keep our operations running smoothly.

Why PT?

• 2023 Business of the Year and 2023 Best Regional Business (Toowoomba Chamber Business Awards).
• We are an award-winning financial services firm who love to help businesses and individuals prosper through a range of innovative and integrated services. We have proudly been building trusted relationships with our clients for more than 50 years.
• We have team members in Toowoomba, Stanthorpe and Brisbane delivering exceptional service to our clients across Accounting, Superannuation, Business Advisory, Finance, Bookkeeping, Management Accounting, Virtual CFO and Financial Planning services.

Responsibilities:

• In this role you will work in partnership with a Senior Client Support Officer, Client Managers and the entire administration team to provide comprehensive support to our clients. You will also manage a broad range of administrative and client support functions to ensure seamless client service including but not limited to:
• Build and maintain strong client relationships
• Collaborate with the team to achieve goals and ensure we deliver exceptional client service
• Be a problem solver
• Anticipate needs, identify problems, and use initiative to find solutions
• Track the flow and capacity of work in office and be able to prioritise for required outcomes
• Liaise with clients to arrange their work to be completed or information provided on time
• Collate and professionally present client reports and outgoing correspondence within required timeframes
• Ensure documents sent for signature are followed up and lodged in a timely manner, ensuring adherence to strict deadlines
• Undertake corporate secretary duties including preparation and lodgment of required ASIC forms
• Establishment of Trust and Company entities
• Administer the onboarding and offboarding of clients
• Maintain accurate and up-to-date databases, including adding new clients, updating client details, and accurate filing of documentation.
• Assist with incoming calls, greeting clients and visitors, and provide backup reception support if required.
• Undertake general administrative tasks as directed, contributing to smooth day-to-day operations.

What you'll need to succeed:

• Previous experience in an administration role
• Team player, collaboration is key in this role
• Must have effective time and priority management skills and be able to plan effectively
• Be a strong self-starter who takes initiative
• Excellent communication and interpersonal skills
• High attention to detail and accountability
• Good working knowledge of all Microsoft Office applications and ability to quickly adapt to change and new software
• A growth and continuous improvement mindset
• A willingness to think outside the box

What‘s on Offer:

• A culture that truly is second-to-none! One where we celebrate our successes, learn from each and every experience and have fun along the way
• Genuine opportunities to develop and progress
• Competitive salaries and employee benefits such as Flex Leave, 9-day fortnight (Flexi Day), Birthday Leave, and a strong focus on Team Culture
• Free CBD parking on rotating roster
• Team lunches, morning teas and an active social club
• Employee Assistance Program

We are ready to welcome you to the team, provide you with all the ongoing support and training needed, so apply now for an immediate start.

Send us your resume with a covering letter telling us why you will succeed in the Power Tynan Team!