
Client Service Administrator
3 weeks ago
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
- 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
- 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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