The face of our client management and financial planning implementation. Client Services Manager Role:Management of Financial Planning clients (50+ clients)Assisting the AdvisorAssisting the Director of the businessAccounts Payable & Receivable for the SMSF clients i manage (50+ clients)Liaising with Insurance companies, retail managed funds, share portfolio providers etc...Implementing the SOA strategies once approved by the licensee auditorIncluding SMSF… Show more The face of our client management and financial planning implementation. Client Services Manager Role:Management of Financial Planning clients (50+ clients)Assisting the AdvisorAssisting the Director of the businessAccounts Payable & Receivable for the SMSF clients i manage (50+ clients)Liaising with Insurance companies, retail managed funds, share portfolio providers etc...Implementing the SOA strategies once approved by the licensee auditorIncluding SMSF start to finish set upInsurance applicationsClient super rolloversABN/ TFN applications for the SMSFInvestment Property research & planningMaintaining data base of clientsMaintaining ASIC agent data base for all Financial Planning managed clientsPreparing FDS's/ Opt-ins for the AdvisorConstant communication between clients and the firmPreparing summary reviews for the AdvisorPreparing meetings for the AdvisorPreparation of SMSF annual accounts information for the accounts team to prepare and process the annual returns;Including obtaining full FY bank statements, month to month rental statements, bills paid within the FY, lease agreements, loan document collection (if refinanced or new property), and more. Show less

Ability to work in a team environment. Working with MYOB and Xero. Working with HandiSoft & HandiTax. Working with CCH iFirm & CCH Web Manager. The ability to multitask. Maintaining a clean and healthy work space. Problem solving. Working with the ATO. Working with ASIC. Working with Reckon. Helping set up new entities. Assisting in the preparations and Lodgment of Tax accounts, BAS and IAS Reconciling of accounts.Accounts payable/ debtors… Show more Ability to work in a team environment. Working with MYOB and Xero. Working with HandiSoft & HandiTax. Working with CCH iFirm & CCH Web Manager. The ability to multitask. Maintaining a clean and healthy work space. Problem solving. Working with the ATO. Working with ASIC. Working with Reckon. Helping set up new entities. Assisting in the preparations and Lodgment of Tax accounts, BAS and IAS Reconciling of accounts.Accounts payable/ debtors control IT assistance- user set ups and office maintenanceClients Payroll Show less

Ability to work in a team environment. Working with MYOB and Xero. Working with HandiSoft & HandiTax. Working with CCH iFirm & CCH Web Manager. The ability to multitask. Maintaining a clean and healthy work space. Problem solving. Working with the ATO. Working with ASIC. Working with Reckon. Helping set up new entities. Assisting in the preparations and Lodgment of Tax accounts, BAS and IAS Reconciling of accounts.