We are hiring two senior client services roles. One sits in financial planning and one in accounting, and both play the same part in what comes next.
This is a senior administration and client services role with two chapters.
For the first 6 to 12 months you will sit at the centre of the integration, making sure clients barely feel the change and that files, workflows and knowledge move across cleanly. From there the role settles into being the person who runs the office and holds the client experience together day to day.
It will suit someone who has been the go to administrator in a professional services practice and wants more scope, not just more work.
What you will bring
- Experience as a senior administrator, client services officer or office manager in a financial planning or accounting practice
- Confidence with practice software, whether that is Xplan in financial planning or Xero, XPM, CAS360, Now Infinity or Ignition in accounting
- Comfort with client portals and lodgement systems such as ASIC, ATO and DocuSign
- Explicit, warm communication with clients over phone,
email and in person
- Strong attention to detail and a good instinct for compliance
- The judgement to work independently and juggle competing priorities
No formal qualification is required. We have a role for each background, so tell us which one is yours. If you have run the administration of a busy practice well, we want to hear from you.
What is on offer
- Two permanent, full time roles in Toowoomba, employed under the Clerks Private Sector Award 2020
- $75,000 to $85,000 plus superannuation, depending on experience
- Flexibility for the right person, including a nine day fortnight or four day week
- Real influence over how two practices come together, not just a handover to execute
How to apply
Hit apply and send through your CV along with a short note about the practices you have worked in and the systems you know. Let us know whether your background is financial planning or accounting. We will review applications as they come in.