Client Services Co-ordinator
6 months ago
Excellent office culture and environment
- Modern, forward thinking and proactive directorship
- Opportunity for career progression and making the position your own
**Our client**
Our client is a leading holistic accounting and financial services firm in West Perth who have an excellent reputation with a high level of staff satisfaction and happiness. Providing ongoing training and development to all staff including supporting further education, they have built and retained their staff over the past 30 years and have a strong client portfolio of varied businesses.
The role provides support across the Directorship and HR/Senior team along with a small administration team in Client Services.
Duties include but not limited to:
- All areas of customer service and administration
- Maintaining client information in MYOB, XERO and specialist systems
- Scheduling and booking client meetings in calendars
- Maintenance of compliant client files
- Raising of invoices to clients
- Processing of ASIC Annual Returns
- Management and lodgement of superfund tax returns
- Assist in the processing of corporate secretarial work including ASIC changes, etc.
- Preparing collation of completed client documents
- General office administration such as scanning, filing etc.
Essential skills/experience required are:
- Minimum 1-2 years’ experience working in an Administration or Client Services role within accounting practice
- Intermediate Word and Excel skills
- Strong organisation and time management skills
- Ability to prioritise to meet deadlines
- Excellent attention to detail and ability to multitask
- Must be able to work well under pressure
- Great communication skills
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