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Client service officer

Southport
FutureYou
Service
Posted: 14h ago
Offer description

Job description

Client Service Officer (Accounting Support)
Location: Southport
Full-time, Permanent

Are you an experienced administrator with a background in accounting or financial advising? Were on the lookout for detail-oriented professionals to join a lively, fast-paced team offering social connection, and professional growth.



What Youll Be Doing:

In this hands-on admin role, youll support a variety of financial and client-facing tasks, including:

1. Collating client documentation and handling purchasing workflows (A2M / diesel A2M)
2. Managing and editing client details
3. Preparing client reports and chasing information or payments
4. Liaising confidently with the ATO for general interest charge matters
5. Assisting with payment arrangements, asset changes, and setup of companies/trusts
6. Providing occasional reception support


What Were Looking For:

7. 14 years experience in administration, accounting support, or financial services
8. Familiarity with Xero products (Xero and XBM) and document management systems
9. Proactive communication skills and the confidence to engage with the ATO
10. A team-focused attitude with a willingness to get involved and contribute


Why Join Us?

11. Flexible start times (e.g., 7:30 AM4:00 PM or 8:30 AM5:00 PM)
12. Vibrant, supportive culture think monthly team lunches, morning teas, and social events
13. Be part of a collaborative and lively office environment, or enjoy the close-knit nature of smaller satellite teams
14. Your voice matters active encourage team input and community involvement


Ready to join a team where your admin expertise and accounting background will truly make an impact? Apply now to be part of a culture that values hard work, connection, and contribution.

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