MB+M
Client Service Coordinator
At MB+M, we are passionate about helping make your life easier by growing your wealth and business. We use our teams’ knowledge, experience and passion to help you grow and sustain your business, your wealth and your lifestyle.
Administration
Full-time
Office | Shepparton, VIC, AU · Office hours are Monday to Friday 8.30am to 5pm (some flexible work arrangements may be available)
Visa sponsorship · No
Junior · A role for someone with some basic skills, good motivation and ability to learn. Typically 1-2 years of experience is required.
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Why MB+M
About Us: Who Are MB+M? We are 100% locally owned, ensuring the best focus and outcomes for our clients. We're not a typical firm. Our dedicated team of 40 plus experts use knowledge, passion and experience to help grow our client's wealth and improve their lifestyle.
MB+M was founded in 1946 by Maxwell Brown, initially as an accountancy and taxation firm. Peter Mountjoy joined the company in 1957, giving rise to the name of MB+M.
From small beginnings, we've come a long way in 75 years, and now have over 48 team members with expertise across the field of finance. We cover all aspects of accountancy, business development and wealth creation to give our clients financial freedom, a secure future and peace of mind.
As a company, we have four core values in our work: Accountability: We hold ourselves to our commitments, every time. Innovation: We're always looking for new and better ways of working. Honesty & Integrity: Trust is paramount in our relationships with clients. Trust & Teamwork: You get the benefit of our entire team's expertise.
About the role
The MB+M team are on the hunt for an administrative star! This is a very diverse role where each day will be different as you provide professional and proactive support to our team of accountants.
Some key responsibilities for this role may include:
- Managing client correspondence
- Coordinate client meetings
- Collation of client information
- Liaise with the ATO, ASIC and other government bodies on behalf of clients
- Client database maintenance
- Liaising with advisors, clients and our network partners
- Contribute to ongoing Systems and Process Development
What you will learn on the job:
- Provide a high level of support to client advisors
- Learn Financial service specific software & data-base management
- Gain an understanding of financial documentation, client support and strategies
- Build strong internal and client relationships through contributing to valuable client work
- Learn how to contribute to and be part of a successful team
- Liaising with clients for appointments, follow ups or information updates
- Learn key professional skills of verbal and written communication, time management and problem-solving skills
- Supporting other key administration duties
What you'll be responsible for
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Cross-Functional Support
Provide general and clerical tasks to help various teams in the organization collaborate and operate effectively
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Operations Query Handling
Receive, resolve, or redirect incoming queries to ensure the organization runs smoothly
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Administrative Support
Ensure smooth operations by collaborating with others to complete various tasks, organizing information, and coordinating schedules
Skills you'll need
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Attention to detail
Accurately identifies and rectifies discrepancies or errors that exists in information and deliverables
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Collaboration
Works with others by being open, clear in communication and listening to achieve goals
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Flexibility
Copes with changes and ambiguity in varying circumstances and can adapt behaviour effectively
Meet the team
Applying with Hatch
MB+M is using Hatch to accept applications for this role. Hatch helps you demonstrate your fit, no matter your background.
Learn more about Hatch