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Client Services Coordinator / Administration Full-time Job

5 years ago Other Jobs Melbourne   339 views
Job Details

Are you looking to join a firm that is moving upwards?

  • Previous experience in an office environment
  • Enthusiastic, reliable team player
  • Professional Services Industry & Xero Accounting system experience will be an advantage

We are a high performing and growing accounting and advisory firm in the eastern suburbs of Melbourne. We now have an administration position available for someone who is looking to take the next step in their career, or simply looking for their next challenge.

Does this sound like you?

You're organised. You're efficient. You love your work. And you love helping people. You're a quick learner, great on a computer and excellent on the phone too. You like dealing with people, just as much as you love challenging yourself on new projects to feel the accomplishment of a job well done.

You pride yourself on your efficiency and excellent time management and staying on top of a constantly changing To Do List. You have a strong attention to detail, an intuitive nature and take price in the work you produce.

You are a reliable team player who always looks for opportunities to help others and you're not afraid to speak up and make suggestions where you can see better ways of doing things.

Some of the duties you will carry out in this position include:

  • Liaising with clients to gather source documents for accountant's work, check that everything is received, contact clients for any missing information. Contact clients as required for all matters.
  • Following up return of client queries, further information required or signed documents
  • Manual/Electronic collation of documents to be sent to clients
  • Provision of requested information to Clients (e.g. company extracts, copies of trust deeds, financial and tax returns)
  • Being the first contact for ATO phone calls, liaise with our accountants and clients as needed. (E.g. ABN details, outstanding debts, payment arrangements etc.)
  • Adding new clients to our respective systems/databases
  • Photocopying/scanning as required
  • Assisting our accountants and clients to ensure work and lodgement deadlines are met
  • Maintaining and updating your team's client database
  • Reception relief as required
  • Possible marketing/BD support

If you think you have what it takes to join this friendly office environment that's moving up in the world, please apply and attach your resume. We look forward to speaking with you soon.

Only Australian citizens and permanent residents need apply.

Only those shortlisted will be contacted.

[email protected]

Company Description
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