Details.
The Practice is seeking an experienced Client Services professional with at least 2 years’ experience for a varied role in a holistic financial services firm. Duties include company incorporations, trust establishments and variations, business name registrations, tax registrations, WorkCover insurance applications, trust distribution resolutions, client database and reporting management, invoicing and work in progress support, ATO correspondence, document collation, DocuSign, ethical letters and reception relief. Applicants should be proactive, highly organised, accountable, detail oriented, proficient across multiple computer platforms, strong communicators and committed to ongoing professional development. Corporate Affairs experience is preferred.