Client Services / Receptionist

2 days ago Be among the first 25 applicantsDirect message the job poster from AMCO Tax and Financial AdvisersAMCO - Chartered Tax and Financial AdvisersCustomer Service / ReceptionistReports ToThe Customer Service / Receptionist position reports to The Practice Manager - AMCO Financial PlanningPosition OverviewThis is a support position in a leading Wealth Management Practice that has been operating for over 28 years.On a broad level, the position provides support and inspiration at all levels within both the Tax and Financial Planning practice of AMCO.ResponsibilitiesResponsible for liaising and greeting clients visiting the practice.Effective communication via telephone and email.Complete various Administrative tasks as delegated including organizing appointments etc..Update client management systems, including accessing records as required via The Australian Taxation Office (ATO), Australian Securities and Investment Commission (ASIC) and Xero.Update marketing materials and financial planning / tax practice business development.Ensure records are promptly updated, i.e. minutes from meetings, lodgement of documents and processing banking etc.Maintain reception and company profile in line with AMCO standards and assist Snr. Professionals at AMCO deliver exceptional service to long standing clients.Assisting with accounts receivable duties.Lodgement of documents with the ATO and ASICQualifications / skillsIdeally degree qualified or studying Finance, Tax or Social Media (Financial Support provided)Min 3 Yrs experience in a similar positionExcellent verbal and written skills, Strong attention to detail and Client service orientated.Ability to use computer systems and proven track record in fast learning and developmentAbility to manage competing priorities, active listener, calm & empatheticSelf-motivated and accountable to personal and professional developmentA desire to learn and progress to Snr. Financial/ Administrative / HR or Marketing role within a leading Wealth Management PracticeJob Type: Permanent, Full-timeAttractive remuneration applies based on experience.Employee mentoring programAnnual Performance bonusExperience:Customer service: 3 years (Required)Work Location:Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionAdministrativeReferrals increase your chances of interviewing at AMCO Tax and Financial Advisers by 2xSign in to set job alerts for Receptionist roles.Rydalmere, New South Wales, Australia 1 week agoSydney, New South Wales, Australia 2 weeks agoNorth Sydney, New South Wales, Australia 2 weeks agoNorth Rocks, New South Wales, Australia 1 day agoHomebush, New South Wales, Australia A$70,000.00-A$80,000.00 2 days agoParramatta, New South Wales, Australia 2 days agoSt Leonards, New South Wales, Australia 6 days agoPersonal Assistant/ Office AdministratorSydney, New South Wales, Australia 5 days agoNorth Sydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 1 hour agoRevesby Heights, New South Wales, Australia 2 weeks agoNorth Sydney, New South Wales, Australia 3 hours agoSydney, New South Wales, Australia 2 weeks agoDr PA/ Medical Receptionist - Work between CBD & GlebeSydney, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 6 days agoNorthbridge, New South Wales, Australia 3 weeks agoBankstown, New South Wales, Australia 22 hours agoChatswood, New South Wales, Australia 6 days agoReceptionist - Greencross Livingstone RoadPetersham, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 weeks agoSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 2 days agoLiverpool, New South Wales, Australia 1 hour agoAdministrative Support Assistant - Temporary up to 12 monthsSt Leonards, New South Wales, Australia 5 days agoSydney, New South Wales, Australia 2 weeks agoBrookvale, New South Wales, Australia 6 days agoAdministrative Assistant & Team CoordinatorSydney, New South Wales, Australia 6 days agoWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-06-28