Client Services Officer - Family Office

Client Services Officer – Family Office (12-Month Parental Leave Contract)
Moore Australia – Family Office Division
Fixed-Term | Full-Time

Do you thrive in a dynamic, client-focused environment where analytics, decision-making and advisory converge? Our Family Office is seeking an energetic and detail-oriented Client Services Officer to join our team and partner with fantastic clients. 

This is a 12-month fixed term maternity leave cover role located either in Geelong or Melbourne.

About the Role

We’re looking for a highly organised, proactive administrator, with experience communicating with a diverse range of stakeholders. This role reports to the Client Administrator and will be pivotal in supporting daily operations and client service delivery, including managing administrative tasks, office operations and assisting with client-related activities to maintain the smooth functioning of the Family Office division.

Client Support

• Assist with client communication and direct inquiries to appropriate team members
• Support preparation of client meeting materials, documentation, and monthly reporting
• Maintain client databases and records with accuracy and confidentiality. 

Administrative & Financial Operations

• Perform data entry and information collation
• Manage filing systems (physical and electronic) and routine administrative tasks
• Support invoicing processes and basic accounts receivable/payable functions

General Support

• Contribute to continuous process improvement initiatives
• Provide additional support to the Client Administrator and Family Office team as needed

As our new team member, you will have:

• Administrative or office support experience highly valued
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong data entry skills with high attention to accuracy
• Experience with database management systems preferred
• Basic understanding of invoicing and accounting principles beneficial
• Excellent organisational and time management skills
• Strong attention to detail and accuracy
• Professional written and verbal communication skills
• Ability to multitask and prioritise competing demands
• Strong interpersonal skills and team collaboration abilities

If this sounds like you, and you’re keen to join a team where you are valued and your career is a priority, reach out for more information or apply now.

What we offer

At Moore Australia (VIC/TAS), we prioritise your success and wellbeing, offering a range of benefits designed to enhance both your professional and personal life. Join us and experience a flexible working environment, ongoing investment in your learning and development, continuous mentorship, internal training programs, competitive salary with regular remuneration reviews and additional perks including access to paid leave and social club involvement.

Moore Australia (VIC/TAS) is a member of the Moore Australia network and Moore Global network. We have over 180 team members and 26 Directors across three locations. We are on an exciting growth path that will deliver on our mission by helping our clients thrive by providing a full service offering across 12 service lines.

We are passionate about our culture that values inclusion and diversity.  We are an equal opportunity employer, committed to building an inclusive workplace that encourages applications from diverse backgrounds that represents all sectors of the community. Please contact us at peopleandculture@moore-vic.com.au to discuss making any adjustments to the recruitment process for your accessibility requirements.