Client Services Coordinator- Highly Regarded

2 months ago


Melbourne, Australia Engage Personnel Full time

Exciting new role to join a growing Accounting Practice
- Must have previous accounting practice experience in similar role
- Be part of a Successful, Fun, Dedicated and Friendly Team

This is a great opportunity to join a highly reputable and well-known accounting practice as a Client Services Coordinator/ Executive Assistant to 2 Senior Partners.

They are an established firm that have an exceptionally loyal client base that continues to grow This opportunity has come about due to a recent promotion in the firm. On offer is a varied role that will see you support the team and work with the Partners, Managers and Accountants.

**What they can offer you**:

- Flexible/hybrid working options, with a great work-life balance;
- Great office location, just a short walk from flinders street train station;
- Fun and exciting firm social functions;
- Supportive environment with a close knit team;
- Ongoing learning and development opportunities;
- Rewards for your commitment with monthly team awards and work anniversary gifts;
- A great range of benefits and discounts from leading retailers;
- Firm-funded flu vaccines;
- Generous remuneration package and annual reviews; and
- Employee assistance programs for you and your family.
- Support our Corporate Advisory Partner and Super Partner in an EA capacity;
- Support financial metrics e.g. PIQ Reports and invoicing;
- Create and maintain client files, while communicating directly with clients addressing queries;
- Administrative and operational support to our teams;
- Maintaining positive relationships with clients and other firm stakeholders;
- Accurate administration of client-related files, document management;
- Debtor management of clients, liaising with FeeSynergy;
- Overflow from other CSC team members, including Tax Administration and Corporate Secretarial support;
- Provide Marketing support as required;
- Fee posting for firm partners;
- Preparation of engagement letters, proposals and reports; and
- Minute-taking and preparation of meeting agendas;
**Key Requirements**:

- Experience in a similar CSC, PA or EA role, ideally within professional services and accounting industries;
- Strong written and verbal communication skills;
- Advanced Microsoft Office skills, including Word, Excel and PowerPoint;
- Strong attention to detail;
- Excellent IT literacy. Experience with electronic document management systems (i.e. Virtual Cabinet) and APS beneficial;
- Driven and self-motivated;
- Ability to work as a team player, and autonomously as required;
This is a firm you want to work for Their staff are energetic, motivated and passionate. They have a culture that is open, vibrant and non-bureaucratic. This firm has an outstanding reputation for their commitment to their staff and encouraging both their professional and personal ambitions. In addition to excellent training and development programs, they offer a range of other a range of perks and benefits.

**Victoria Castello **on
**(03) 9077 7491**.

All communication will be strictly confidential.



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