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Client Service Administrator

Making Careers Personal at Pitcher Partners Perth.

Working at Pitcher Partners gives you greater control of your career.

Our Pitcher Partners mission is to be the leading accounting firm servicing the middle market, this has not changed despite our outstanding growth and success. We know our people are what makes us successful, and this is why we provide a flexible and supportive environment that enables our staff to perform at their very best.

We’re looking for a superstar to join our growing business

• Small close-knit team working within a multi divisional firm
• Nationally recognised brand
• Career development opportunities
• Salary based on experience and performance

Your new role

A new opportunity is available for a part-time Client Services Administrator to join our growing Perth team.

You will be a team player who is motivated to put your own stamp onto the role. As such you will be a creative thinker who is responsible and able to manage deadlines.

You will have an outgoing and positive attitude and enjoy working alongside a young and dynamic team of approximately 60 staff locally. The firm is a nationally recognised brand with its Perth office located in the CBD overlooking Elizabeth Quay.

Your role within the boutique Wealth Management Team will see you responsible for the following tasks:

  • Produce client documents and reports in preparation for meetings
  • Regularly compliance and invoicing requirements
  • Advice implementation
  • Client queries and follow up
  • File and database maintenance
  • Information collection
  • Quarterly client reporting
  • Generation and management of compliance documents
  • Assistance in diary management
  • Continual business and client experience enhancement.

What you bring

  • Proficient use of MS Office, with specific experience using Word, Excel and Outlook.
  • Working knowledge of Xplan.
  • We are seeking someone with a minimum of 2 years’ experience in financial services.

Why we are the right fit for you

Working with people that are passionate about our clients and helping address client issues, the right candidate will soon feel part of a team that is more than just Wealth Management.

Apply now and make your career personal, at Pitcher Partners.

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