Join Kelly+Partners in Gloucester as a Client Services Officer
. If you thrive in a professional services environment and enjoy delivering outstanding support, this role is for you.
Our Mission
At Kelly+Partners, we operate with one clear mission: "to help our people, Private Business Owners, and the communities we work in be better off". We are committed to providing personal and qualified growth opportunities to ensure all our team members are set up for a fulfilling and successful future.
About Kelly+Partners
ASX-listed and ranked among Australia's Top 20 Accounting Firms
Winner of the Australian Business Awards for Employer of Choice **** and awarded one of Australia's Best Workplaces for Women ****
Founded in **** and consistently growing at 30%+ per annum
A firm that genuinely invests in its people, development, and wellbeing
Why Join Us?
In addition to working in an organisation that is committed to offering the best services and opportunities to both our clients and our team, you will also have access to the following benefits:
Bespoke professional development and growth opportunities.
Modern, bright workplaces with state-of-the-art technology
Employee Assistance Program
Paid Community Service Leave
The Opportunity
As a
Client Services Officer
, you'll play a vital role in supporting our team and ensuring our clients receive a seamless,
professional experience. You'll be a trusted point of contact, helping keep the practice running smoothly and contributing directly to the firm's continued growth.
Position Responsibilities
Provide administration support as part of the client services team
Assist in maintaining client information in our database
Onboarding of new clients into the database
Company and trust setup
ASIC and ATO Lodgements
Assist with communications, scheduling appointments, meetings, follow-ups and emails
General administrative tasks, such as: Scanning, filing, photocopying, mail etc
About You
Minimum of a year to two years' experience in a similar role, ideally at an accounting practice or professional services setting is desirable but not essential
HSC Certificate, Certificate III in Business Administration or equivalent is desirable but not essential
Working knowledge of the Microsoft Office suite of applications
Intermediate computer skills, specifically with the Microsoft Office Suite
Excellent written and verbal communication skills
High level of professionalism and exceptional customer service skills
Strong organisational skills and attention to detail
Proactive, self-motivated and enthusiastic
Willing to work minimum 3 days per week
Published on 18 Feb ****, 4:08 AM