Client Services Coordinator

Summary about this job

Detail information about job Client Services Coordinator. Terms and conditions vacancy

RHYTHM FINANCIAL

We are a growing Accounting and Financial Services business located in Ashgrove, Brisbane.

We love to utilise technology, freeing us up from the traditional timesheets and admin hack work so we can provide quality customer service.

OVERALL OBJECTIVE

To care for and coordinate administrative tasks related to client services provided by the accounting & finance team. Perhaps the best way to think of the position is as a personal assistant to our advisors. Our goal is to allow the team to focus on delivering our services and for the coordinator to ensure our clients are delighted with the services we provide.

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

WHY WORK WITH US

• Fantastic work environment and culture
• Supportive management team that encourages our staff to develop and thrive 
• Access to shops, gyms and cafes nearby 
• Ability to drive to work

INDIVIDUAL QUALITIES

• Exceptional attention to detail and accuracy
• Excellent written and verbal communication skills 
• Confident manner with clients and team members
• Willingness to learn, show initiative and be a positive "team player" 
• Positive and happy attitude 
• Highest standard of ethics, confidentiality and professionalism 
• Excellent time management skills with ability to multi task
• Common sense approach to tasks
• Responsible and outcome focused 

QUALIFICATIONS & EXPERIENCE

• 1 – 3 years office administration experience*
• Excellent skills in Word, Excel, Outlook & Explorer is vital
• Understanding of basic accounting, finance and tax terms would be helpful

*Accounting office administration experience highly valued but not essential