Client Service Administrator

4 days ago

City Of Stirling, Australia Holden Accountants Full time
Overview

Client Service Administrator - Client Service Co-ordinator role at Holden Accountants. The successful applicant will demonstrate integrity, honesty and ethics; be client-oriented with a desire to exceed client expectations and provide exceptional service; deliver services in a professional manner with personality, flair and friendliness; have a keen eye for detail and accuracy.

Responsibilities
  • Follow up client queries on behalf of the accounting team
  • Contact the ATO to arrange payment plans, interest and fee remissions, and lodgement extensions
  • Complete ASIC works such as changes of directorship or shareholdings
  • Complete Company and Trust Set Ups
  • Follow up client signatures and return of tax-related documents
  • ATO Lodgement Reconciliations
  • Complete Client On-boarding activities
  • Answer phone and take messages or redirect as appropriate (relief for Reception when on leave)
  • Greet guests and clients in a friendly and professional manner
  • Maintain office presentation and cleanliness
  • Scanning and filing documents (physical and electronic)
  • Collate Financial Statements and Tax Returns for Client Meetings
  • Collate Trust Deeds and Company Documents
  • Collect mail, scan, file and redirect as appropriate
  • Compile Client Profiles and Maintain Structure Charts
  • Process ASIC Renewal Invoices and Prepare Client Letters and Follow-Up
About You
  • Prior experience in a tax accounting or bookkeeping firm is advantageous but not essential
  • Highly organized with the ability to prioritise tasks
  • Professional verbal and written English communication
  • High attention to detail
  • Proficient in MS Office (Word, Outlook, Excel, etc.)
  • Positive outlook and interest in helping people
  • Resilient with a can-do attitude in a busy, high-paced environment
Details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Industry: Accounting
  • Location: Osborne Park, Western Australia, Australia

Hours: 8:30am to 5:00pm, Monday to Friday. We close down between Christmas and New Year. Days are allocated as annual leave where applicable.


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