![Advanced Search Group](https://media.trabajo.org/img/noimg.jpg)
Client Services Administrator
3 weeks ago
One of WA's leading Financial Services Firms for more than 40 years.
- Fun culture and active social club with lots of fun events.
- Stunning West Perth offices - A short stroll to Kings Park.
THE COMPANY
Our client is one of the leading financial service firms in WA, established 40 years ago, it has grown to 80 staff and five divisions. The divisions range from Accounting, Tax and Business Consulting to Financial Advisory, Mortgage Lending to Personal Insurance and Superannuation (SMSF). This enables them to offer a wide range of services and a holistic and personalised approach to their clients’ financial needs.
They are committed to building close, lasting and mutually beneficial relationships with their client and they work closely with them to identify opportunities that may exist to improve their overall financial well-being. This has seen them remaining at the forefront of accounting and financial services firms in Perth for more than 40 years and is key to their reputation and success.
Their offices are located in the heart of stunning West Perth, with a short stroll to Kings Park and some great cafés and restaurants close by. The Partners have been there for more than 20 years and the majority of them started off as Grads and worked their way up to the top. The business has grown to 60 employees and their continued success has meant that their client base continues to grow through referrals and recommendations. Their client base is local and well established and ranging from, medical, mining services, pharmacy, heath, tradies and many more.
Their team in West Perth are well established, friendly, fun and approachable and their staff turnover is low, with several members of staff being around for more than 10 years, some even 30+ years. They believe that pulling together as a team is key to success and they have regular team building exercises that allow them to have fun and work together as a team. They are a social bunch and enjoy regular Friday drinks, plenty of fun social events and there are also plenty of staff with young families so there is no pressure to go or stay long.
THE OPPORTUNITY
- Broad range of administrative services
- Scheduling jobs/work within MYOB AE
- Managing the workflow of a team of accountants to ensure they have a steady stream of work that is complete as scheduled
- Preparation and distribution of letters of engagement and proposals to clients
- Liaising with clients to gather information and documents necessary to enable the accountants to carry out their work
- Attending to and liaising with clients and accountants on queries relating to their work
- Maintaining client information in MYOB AE
- Setting up work papers
- Scheduling and booking internal and external meetings
- Managing team work in progress
- Raising of invoices to clients
- Attending to ATO mail
- Processing of ASIC Annual Returns
- Facilitating ATO payment arrangements
- Managing ELD's and lodgement of tax returns / management of the team's tax lodgement program
- Lodging of client tax returns
- Preparation of Group Structure Charts
- Assist in the processing of corporate secretarial work including new company registrations, deed amendments, ASIC changes, etc.
- Collating client year end documents
- General office administration such as scanning, filing, archiving, etc.
THE SUCCESSFUL APPLICANT WILL NEED:
- Minimum of 2 years’ experience in a Client Services Administrator role within a Tax Accounting Practice
- Demonstrate knowledge in all aspects of the role
- Excellent verbal and written communication skills
- Experience in dealing with the ATO
- Proficient MYOB AE, Excel and Word
- Ability to work effectively and collaboratively in a team
- Ability to work in a fast paced environment and manage large volumes of work
- Possess a positive attitude and pleasant demeanour
- Process driven
- Hard-working and committed to the role and the organisation
- Desire to provide quality client service and support
- Meticulous and high attention to detail
- High level of integrity and regard for confidentiality
- Professional presentation
**BENEFITS**:
- A generous remuneration package ($75k - $90k + super)
- Fantastic training and development with the opportunity for career progression.
- Active Sociable club, regular Friday drinks, trips to the Crown, quarterly team building activities and regular charity events.
- An active sports club - Join their cycling, soccer, footy or basketball teams and enjoy their free Thursday morning boot camps at 6am.
**HOW TO APPLY**
*
-
Client Service Administrator
5 days ago
Perth, Western Australia Wood Recruitment Full timeOur client is a Chartered Accounting practice that provides a broad range of accounting, taxation and tailored professional advisory services. They take a pro-active approach to their clients long-term financial needs including structuring and restructuring, succession planning, superannuation and asset protection. They are on the lookout for a Client...
-
Client Services Administrator
2 weeks ago
Perth, Australia Ambrosini Global Recruitment Full time**Position Summary**: The Client Services Administrator will be responsible for managing client interactions, providing administrative support, and ensuring a high level of client satisfaction. This role involves a combination of administrative tasks, client communication, and coordinating with various departments within the company. **Key...
-
Client Service Administrator
5 days ago
Perth, Western Australia Protégé Recruitment Full timeAre you a competent Practice Administrator who has a high level of administration experience and is looking for that step up in their career? _ Do you long to work for a company that has a phenomenal reputation for supplying their clients with the best possible service?_ This would be the ultimate role or you_Based in Subiaco, this is a company that main...
-
Client Service Administrator
3 weeks ago
West Perth, Australia Wood Recruitment Full timeOur client is a Chartered Accounting practice that provides a broad range of accounting, taxation and tailored professional advisory services. They take a pro-active approach to their clients long-term financial needs including structuring and restructuring, succession planning, superannuation and asset protection. They are on the lookout for a Client...
-
Client Services Administrator
5 days ago
Perth, Australia All 4 People Full timeFlexible work options - South Perth Location - Parking Provided - Grow your career within public practice. Our client, a successful accounting practice based in Perth's South, is looking for an experienced Client Services Administrator to assist in managing the business day to day. The successful person will demonstrate skills in public tax practice to...
-
Client Services Administrator
2 months ago
Perth, Australia All 4 People Full timeAccounting Practice experience required - Great location and offices, close to public transport - Full Time role - Friendly and social team Our client is a Boutique Accounting Practice located in the West Perth area, they are seeking an experienced Administrator to join their friendly team. **Duties will include**: - Meet and greet clients - Answering and...
-
Client Services Administrator
5 days ago
Perth, Western Australia All 4 People Full timeFlexible work options South Perth Location Parking Provided Grow your career within public practice.Our client, a successful accounting practice based in Perth's South, is looking for an experienced Client Services Administrator to assist in managing the business day to day.The successful person will demonstrate skills in public tax practice to oversee all...
-
Client Services Administrator
3 weeks ago
Perth, Australia Advanced Search Group Full timeOne of WA's most reputable boutique accounting firms - 5* reviews - Flexible working hours and work from home if required. - Centrally located offices in NORTHBRDIGE THE COMPANY Our client is one of Western Australia’s more reputable boutique accounting firms with 5* ratings from numerous businesses in Perth. They have been around for more than 30 years...
-
Client Services Administrator
6 days ago
Perth, Western Australia Advanced Search Group Full timeOne of WA's leading Financial Services Firms for more than 40 years. Fun culture and active social club with lots of fun events. Stunning West Perth offices A short stroll to Kings Park.THE COMPANYOur client is one of the leading financial service firms in WA, established 40 years ago, it has grown to 80 staff and five divisions. The divisions range from...
-
Client Services Administrator
5 days ago
Perth, Western Australia All 4 People Full timeAccounting Practice experience required Great location and offices, close to public transport Full Time role Friendly and social teamOur client is a Boutique Accounting Practice located in the West Perth area, they are seeking an experienced Administrator to join their friendly team.Duties will include: Meet and greet clients Answering and directing phone...
-
Client Services Administrator
6 days ago
Perth, Australia All 4 People Full timeFlexible work hours - CBD location - Continue your career within Public Practice Our client, a successful accounting practice based in Perth's CBD, is looking for an experienced Client Services Coordinator to work within their Financial Planning division. The successful person will demonstrate skills in public tax practice to oversee all administration...
-
Administration and Client Services
4 days ago
West Perth, Australia Page Personnel Full timeFull time 8am - 4pm - Opportunity for career progression **About Our Client**: Join a highly regarded private wealth firm with a supportive and social culture. You will be provided ample opportunities for development and join a team of people who value the support you provide. Day to day duties involve: - First point of call for client enquires. - Liaise...
-
Client Services Administrator
5 days ago
Perth, Western Australia All 4 People Full timeFlexible work hours CBD location Continue your career within Public PracticeOur client, a successful accounting practice based in Perth's CBD, is looking for an experienced Client Services Coordinator to work within their Financial Planning division.The successful person will demonstrate skills in public tax practice to oversee all administration tasks and...
-
Client Service Administrator
2 months ago
West Perth, Australia Advanced Search Group Full timeA firm that employs staff who are friendly and great with people. - Work for a down to earth bunch of people who care. - Flexible and family friendly - it's no wonder no one leaves. THE COMPANY Our client was established more than 30 years ago and has grown organically through referrals and recommendations and by simply taking care of their clients. They...
-
Client Services and Administration Officer
2 months ago
Perth, Australia All 4 People Full timeNorth Perth Location - Parking Provided - Small friendly team Our client, a successful boutique Accounting Practice, is seeking an experienced Administrator to ensure the office is run in an effective manner and provide assistance to clients and staff. **Duties will include**: - Attending to incoming telephone calls - Meeting and greeting clients -...
-
Client Services and Administration Officer
7 days ago
Perth, Australia All 4 People Full timeFlexible 4 - 5 days per week - Parking Provided - North Perth Location Our client, a successful boutique Accounting Practice, is seeking an experienced Administrator to ensure the office is run in an effective manner and provide assistance to clients and staff. Flexible - 4 - 5 days per week. **Duties will include**: - Attending to incoming telephone...
-
Client Services Loans Administration
4 weeks ago
Perth, Australia ABN Group Full time**Client Services Loans Administration**: - 492827 - Perth - Accounting/Finance - Administration/Support Service - Customer Service/Call Centre - Full-time (Permanent) - Add to favourites Favourite View favourites **Our Company** Bluebay Home Loans is an established Mortgage Management business, which specialises in residential finance (construction and...
-
Client Services Loans Administration
1 day ago
Perth, Australia ABN Group Full time**Client Services Loans Administration**: - 492827 - Perth - Accounting/Finance - Administration/Support Service - Customer Service/Call Centre - Full-time (Permanent) - Add to favourites Favourite View favourites **Our Company** Bluebay Home Loans is an established Mortgage Management business, which specialises in residential finance (construction and...
-
Client Services Administrator
5 days ago
Perth, Western Australia Beckway Professionals Full timeLarge CBD Financial Planning Firm Great staff benefits Career OpportunitiesAbout our client:Our client is a large public practice accounting and financial planning firm, based in the heart of the CBD. They specialise in business services, tax, SMSF, advisory services, financial planning and mortgage broking services to SME businesses. The office consists of...
-
Client Administrator
5 days ago
Perth, Western Australia bdhSterling Full timeAre you looking for an exciting opportunity to step into the world of financial services? We have an excellent opening for a Client Administrator to join our team at bdhSterling during a fixed-term period to cover a period of absence. This position offers a fantastic chance to gain valuable experience and insight into the dynamic field of finance.Key...