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Client Services Coordinator

4 weeks ago

Melbourne, Victoria, Australia Rezonate Recruitment Full time

I am working with a well respected chartered accounting firm, seeking a Client Services Coordinator to join the team on a full-time basis. This role is ideal for someone with at least 2 + years of experience who is organized, proactive, and ready to contribute to a fast-paced environment.

Key Responsibilities:

  • Prepare and review client communications, ensuring accuracy and professionalism
  • Onboard new clients and maintain client records
  • Handle client inquiries, providing clear and timely responses
  • Manage client company registers and ensure compliance with ASIC requirements
  • Submit necessary documents to ASIC and manage company changes
  • Review and process ASIC annual reviews
  • Register companies and trusts with NTAA
  • Oversee billing and invoicing processes
  • Send and manage DocuSign packs
  • Lodge Income Tax Returns
  • Follow up on client queries and provide ongoing support
  • Maintain accurate client records and prepare relevant reports
  • Answer phone calls and assist with general administrative tasks
  • Support partners and team members with various tasks
  • Provide guidance to junior staff when needed

Skills and Experience:

  • Minimum two years' experience in administration or a similar role in a professional services environment
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Ability to manage multiple tasks and priorities
  • Proficient in Microsoft Word and Excel
  • Experience with BGL CAS 360, ASIC Portal, ATO Portal, Xero Practice Manager, Virtual Cabinet, and/or Constitute is a plus

Benefits to you:

  • Close to public transport
  • Hybrid working arrangement
  • Full time hours
  • Direct involvement with Partners and the wider team
  • Ongoing support and professional development

HOW TO APPLY

If this sounds like you then please APPLY NOW.

Contact Leanne McFadyen for further information at lmcfadyen@rezonaterecruitment.com or call 048 8274 476.

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