Client Services Administrator

2 weeks ago

Brisbane, Australia Iris Full time

Accounting and Finance Sector
- Financial Review Top 100 Accounting Firm 2023
- Plenty of Variety and a Diverse Client Base

**The Role**

Working with a fast paced, entrepreneurial group of Accountants and Advisers, the Client Services Administrator provides high quality and confidential administrative support to the accounting team, and assists with ATO and ASIC lodgments. With a focus on attentive service, this role also manages client enquiries and maintains accurate client records.

Specifically, you will:

- Set up all clients in various software systems and platforms
- Compile and send financial document packages to clients
- Prepare engagement letters
- Manage client ATO lodgments, ASIC payments and updates
- Prepare client invoices
- Scanning, filing, and distribution of correspondence
- End of Year Compliance procedures
- Annual Review letters
- Coordinate client meeting preparation and schedule appointments
- Arrange international and domestic travel and coordinate itineraries as required
- Provide administrative support as required, including diary management, correspondence, document production and liaising with internal and external stakeholders
- Assist with reception desk duties from time to time

**About You**

You will be an experienced Client Services Administrator, ideally with experience in an accounting or financial advice firm. Knowledge of accounting processes, superannuation, ATO and ASIC lodgment procedures will be a distinct advantage. You will enjoy a busy work environment with a diverse group of colleagues and thrive on delivering attentive, efficient administrative services. This role is open to commerce graduates seeking a foot in the door opportunity as well as experienced administrators with some accounting knowledge. With a flexible and adaptable approach, you will be an excellent communicator and be willing to work with a wide variety of clients and colleagues from all walks of life. This role is a share resource so you will need to be a supportive team member, show initiative, and manage your time effectively. You will be diligent, with a very strong attention to detail and an understanding of the importance of accuracy, compliance and confidentiality.

**About HMW Group**

HMW Group is a highly successful Accounting and Financial Services firm in Brisbane's CBD. We hold relationships in high regard, understanding that client loyalty is cultivated through trust, proficiency, reliability, and transparency. Over time, we've nurtured enduring connections, grounded in our unwavering commitment to offering personalised, pragmatic advice and solutions. Guided by a skilled team with extensive experience, we are recognised for our innovative problem-solving, forward-thinking approach, and capability to address challenges that may pose difficulties for others. With substantial experience working across diverse industries and sectors, we present effective strategies for wealth creation.

**The Opportunities**

Our culture is relational and growth driven. We achieve great satisfaction in guiding our clients to build wealth. You will be part of a lively work environment where we foster clear, open communication.

This is a permanent, full time role, 5 days per week, onsite, in our elegant office in Brisbane's CBD. A competitive salary is on offer, commensurate with experience. Our office is a short walk from buses, train stations and an endless range of restaurants, gyms and facilities in the CBD. We enjoy team lunches and a strong social network.

We thank recruitment agencies for their interest however, HMW Group and Susan Leon do not wish to be contacted regarding this campaign. All enquiries will be directed to Susan Leon.

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