Client Services Administrator

Summary about this job

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

• Boutique Advisory firm with an innovative technology focus
• Flexible working hours
• Fantastic inclusive office culture

Our progressive firm located in the leafy eastern suburb of Balwyn North is seeking an outstanding Client Services Coordinator to join our team. Our boutique company consists of a young, vibrant and supportive team that prides itself on both family values and on the service that we provide to our clients. We are a group of dedicated professionals who administer a complete range of services (inclusive of business advisory and taxation services) to SME’s and SMSF’s.

An exciting opportunity now exists for a highly motivated, professional and client focussed individual to join our team. We are seeking an experienced and proactive person who wishes to further develop and expand their career. Our firm is experiencing rapid growth and there are significant career development opportunities for the right candidate.

The Role

The Client Services Coordinator role is an integral part of our client experience. The key responsibility of this role centres on engaging and building long term relationships with our clients, whilst working closely with our Principal. Due to the client focussed nature of our firm; previous extensive customer service experience, (preferably within the Accounting/Taxation industry) is essential. The CSO will be responsible for performing a wide range of tasks, including (but not limited to);

• Coordinate all client workflows and their files from scheduling to receipt of required information, signoffs etc. for work to proceed efficiently and on time.
• Co-ordinate and conduct weekly WIP meetings with staff and Directors.
• Monitoring tax due dates, lodgements and checking notices of assessment.
• Appointment management (meetings and calls) with clients, prospects and others.
• Incorporation of companies and attending to all corporate secretarial matters.
• Online ABN, GST, PAYG, TFN, business name applications/registrations.
• Coordinating reception including answering phones, transferring calls and greeting clients.
• Collection, processing and distribution of incoming and outgoing mail and management of the central email.
• Preparing correspondence for clients and third parties.
• Processing client payments and managing/reconciling petty cash.
• Preparing invoices in Xero for all the firm billings and following up of accounts receivables.

Personal Requirements

Our ideal candidate will have a minimum of 5 years’ experience in a similar role. This role is crucial to the growth of our team and is a position which will both challenge the successful applicant and offer opportunities to advance their career.

The Successful Candidate will possess:

• The ability to manage individual workloads & time frames.
• Demonstrated initiative and an enthusiasm for learning.
• Excellent organisational skills.
• The ability to work under pressure and meet deadlines.
• Exceptional communication and interpersonal capabilities.
• A detail-oriented mindset.
• Great relationship building skills to maintain long lasting client relationships.
• Enthusiasm and self-regulation whilst working unsupervised.
• The ability to assist in the continual development of firm processes & procedures.

Experience with Xero Practice Manager, Nowinfinity and Xero are desirable for this role.

With a fantastic office culture, in a bustling yet contemporary location close to shops and public transport, this is an amazing opportunity for the ideal candidate to build long-term career.
 

Compensation commensurate with experience.