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Client Services Assistant

Are you looking for a new challenge?
Are you customer focused?

Peter Vickers Business Group is a well established family friendly Accounting, Insurance and Financial Services Firm, with offices in Lindfield, Windsor and Bangalore, India.

We are currently seeking the right person to join our small, professional and friendly team as a part time Client Services Assistant.

Your main responsibilities include but are not limited to the following:

  • ASIC lodgements, reporting and updates
  • Manage the statutory register for our clients
  • Manage the firms corporate registry
  • Administrative support to the professional accounting team
  • Coordinate data and records collection and any required follow up of clients
  • Preparation of client correspondence
  • Providing a high level of client service – main point of contact for the client
  • Scheduling client appointments
  • Diary management
  • Timesheet management
  • Update and maintain CPD Training logbook
  • Relief reception when required
  • Answering calls from existing clients, prospective clients and stakeholders

To be successful in this role you will have:

  • At least 1 years experience in a customer-oriented or administration role
  • Excellent written and verbal communication skills
  • Strong customer service focus
  • Strong administration skills
  • Proven experience in developing relationships
  • An accounting or bookkeeping background would be advantageous or currently studying towards an accounting qualification
  • Exposure to Company Secretarial work would be advantageous
  • Professional phone manner
  • Strong time management skills
  • High attention to detail
  • A good working knowledge of Microsoft Office
  • Ability to show initiative
  • Capacity to work autonomously as well as within a team environment

Peter Vickers Insurance Brokers offers competitive salaries, If you are a motivated individual with a positive and proactive attitude and eager to gain a role that will provide you with job satisfaction who is looking for a long term career opportunity we would like to hear from you.

Please email your resume to hr@pva.com.au


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Suite 2/345 Pacific Highway,
Lindfield, NSW 2070

T: 61 2 9496 2300

Peter Vickers Insurance Brokers

Suite 2/345 Pacific Highway
Lindfield NSW 2070
T: 1300 784 011


Suite 3, 31 Brabyn Street
Windsor, NSW 2756
T: 61 2 4577 4455

Follow us on Social Media @pvbglindfield   

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Chartered Accountants:  Liability Limited by a Scheme under the Professional Standards Legislation - AFSL 229302  Peter Vickers & Associates Pty Ltd ACN 003466813 | Peter Vickers Insurance Brokers Pty Ltd AFSL 229302 ACL 229302
Peter Vickers Insurance Brokers is part of the Steadfast broker network.