Client Services Coordinator
Top 20 accounting firm in the CBD, looking for an enthusiastic, driven and organized Client Services Coordinator to join their thriving team
Summary about this job
Administrative Assistants
Company: 2xm Finance
Location: Sydney
Work type: Full Time
Salary: $50k - $70k p.a.
Phone: +61-3-2602-3376
Fax: +61-2-1903-2479
E-mail: n\a
Site: n\a
Detail information about job Client Services Coordinator. Terms and conditions vacancy
2XM Finance is currently partnering with a Top 20 accounting firm in the heart of Sydney CBD. This client is growing fast, and growth brings career opportunities for a bubbly, driven and organised Client Services Coordinator to join this thriving team.
Working as a Client Services Coordinator at this level you will be able to showcase all of your skills, knowledge, and experience developed, whilst working as a Corporate Secretary. These will include confidence and discretion when liaising with high profile clients, the ability to make informed decisions on how to handle complex matters when working autonomously and the desire to be an outstanding representative of your Partners and team members always.
This opportunity will allow you to join a supportive and highly regarded team of experts who will empower you to gain a wide range of exposure.
KEY DUTIES & RESPONSIBILITIES
- Facilitate initial steps of the prospective client procedure i.e. phone call and sending information
- Maintain client contact details in our systems, including onboarding new clients
- Prepare Fee Proposals and send Terms of Engagement as directed by advisers
- Liaise with clients to gather source documents and signed documents, and follow up outstanding queries and tax payments.
- Create and track jobs in Workflow system
- Provide requested information to Clients (e.g. copies of Financials and Tax Returns)
- Assist with loan applications and provide requested information to Financial Institutions
- Respond to ATO and ASIC correspondence as requested by advisers
- Liaise with the ATO and clients in relation to outstanding tax debts, payment arrangements, new registrations etc
- Processing electronic lodgements with the ATO and ASIC as required
- Management of ASIC Corporate Compliance
- Collation of reports, letters and other documentation using information provided by the adviser
- Participate in external and internal training as required
- First contact for phone calls, mail collection and kitchen duties
About you…
In order to be considered for this role, you will need to be enthusiastic and have strong organisational skills. Having worked in a Client Services Coordinator role prior (ideally within the accounting/finance industry). You will be organised, self-motivated and have the ability to multi-task. Communication skills are also key as you will be dealing with high profile clients on a daily basis.
Benefits…
The firm has created a strong workplace culture, balancing a social environment with a corporate atmosphere and high standard of work quality. The firm's culture is truly what you would call ‘open door’, with a flat structure and an open plan environment.
Promoting various sporting activities, EOFY Ball, Melbourne Cup & Christmas parties; the Practice is eager to reward their staff.
Due to the way they treat their staff, this firm has won the Employers Choice Award, numerous years running!
The successful candidate will be rewarded with a highly competitive remuneration package, that will reflect their skills and experiences.
If you’d like to know more or arrange a private and confidential discussion about this role, please click Apply Now and Sophie from 2XM Finance will contact you.