We are recruiting for a Client Services Officer to join a progressive, tech-forward accounting firm in Adelaide. This practice isn't just looking for an administrator, they are looking for a future partner in their business. They specialize in high-quality wealth and risk advice and pride themselves on a culture that values growth over "busy work."
The Career Roadmap
Our client is dedicated to the "grow-your-own" philosophy. You won't be stuck in the back office forever. Instead, you’ll benefit from:
A Clear Path to PY: Full support and guidance through your Professional Year when you’re ready.
Direct Exposure: Gain "front-row" experience by observing client strategy meetings and high-level advice construction.
Modern Tech Stack: Work with efficient systems (including Plutosoft) that make your workflow seamless and organized.
How You’ll Contribute
Working hand-in-hand with senior advisers, you will be the engine room of the advice process:
Advice Implementation: Managing the end-to-end process for new business applications.
Document Prep: Assisting with the creation of SOAs, ROAs, and client review packs.
Client Liaison: Acting as a professional point of contact for client enquiries, ensuring they feel supported.
Compliance Excellence: Navigating fee consents, file notes, and CRM management with high attention to detail.
Operational Support: Helping the team stay on track with workflow monitoring and general admin.
About You
This role is perfect for a proactive "people person" with a sharp analytical mind.
The Mindset: You are curious, eager to learn, and take pride in the accuracy of your work.
The Skills: Excellent verbal and written communication is a must. You should be comfortable navigating complex software and managing a shifting list of priorities.
The Background: While experience in finance is a bonus, we are happy to talk to recent graduates (Finance/Commerce/Economics) looking to transition into a professional career.
Why This Firm?
Forget the stuffy, old-school finance environment. This team is vibrant, collaborative, and genuinely supportive. They offer a balanced work culture where your development is a KPI, not an afterthought.
Take the first step toward your career as an Adviser. Apply now with your CV and a brief note on your career goals.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
...
