Client Services Coordinator Accounting Firm in

1 week ago


Melbourne, Victoria, Australia Engage Personnel Full time
Mid-sized growing Public Practice Accounting firm

  • Client Services Coordinator role that sits within the Business Services team
  • Attractive salary and bonus'
Client Services Coordinator role within a fantastic Accounting Practice located in Dandenong. Excellent opportunity within a mid-sized firm
-
Mid-sized growing Public Practice Accounting firm:


  • Client Services Coordinator role that sits within the Business Services team:
-
Attractive salary and bonus'

The Company
Our client is a standout Accounting practice with fantastic offices. As a Client Services Coordinator, you will provide client support and administration assistance to the Accountants within Business Services.

The Opportunity
You will provide quality service to all clients who access this firm, and their services. You will directly support the Managers, and their teams to acquire new clients and retain existing ones.


This role requires someone who has excellent people skills, and the ability to build and maintain rapport with clients and staff.

You will be able to handle client enquiries.

Your responsibilities will include:

***- Client correspondence

  • Scheduling annual work to meet clients needs
  • Preparation and maintenance of database/client records
  • Typing up of letters to clients
  • Filing electronic letters/documents
  • Organising appointments with clients
  • Preparing checklists of information
  • Reviewing and checking client documents
  • Provide team access to XERO
  • Coordinator TOA resources
  • Preparing final invoices
  • Printing off monthly reports from ATO, ASIC and CAS360
  • Ad hoc administrative duties

About You

  • Previous experience within an Accounting practice is highly regarded
  • Techy savvy and able to adapt to new systems
  • Good attention to detail
  • Team player and the ability to work autonomously
  • Able to build rapport with clients

Benefits

  • A supportive work environment with excellent culture
  • Professional development
  • Work for a respectable firm who is able to offer longevity and job security
  • A competitive salary with annual reviews

How to Apply

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