Client Services Officer

6 months ago


Balwyn, Australia Lipins Partners Full time

**Who is Lipins Partners?**

Lipins Partners is a well-established public practice accounting firm in Balwyn. Our services include taxation compliance, financial statement preparation, bookkeeping, corporate restructuring, ASIC corporate compliance and business advisory services. We are a progressive and technologically advanced firm with a strong client focus.

We offer our clients a broad range of professional services and strategies to push their business forward with purpose and clarity. We have a strong customer-oriented focus and going up and beyond for all clients. Lipins Partners is committed to providing excellent service to our clients and investing in our staff through mentoring, support, and additional training.

**The Role**:
As a Client Services Officer at Lipins Partners, you will play a key role in maintaining our client relationships and ensuring everything runs smoothly. Your responsibilities will include:

- Answering phones
- Setting up meeting rooms at the beginning of each day
- Client refreshments
- Filing
- Daily filing
- Organising files
- Retrieval of information
- Collating of Annual Compliance of Tax Returns & Financial Statements to send to clients
- Scanning (including preparing documents for scanning & checking scanning)
- Process ATO mail via ATOmate
- Preparing outgoing mail for posting
- Maintain Kitchen
- Stack dishwasher and empty if required
- Clean bench tops and tables
- Maintaining the Utilities Room and Storage Room
- Keeping tidy work space
- Storage compartments are neat and tidy and well stocked
- Restocking Photocopiers Daily with papers
- Maintaining photocopy stock levels of Toners, Waste Cartridges and paper
- Assist Practice Manager:

- Drafting of monthly invoices for clients as per control
- Provide support where necessary
- Group and Individual Preparation Checklist
- Title Searches
- Lodgement of tax returns and other documents
- Contacting the ATO as requested
- Updated client details
- Other duties as requested

**Requirements**:

- 2+ years experience working with an Accounting firm or professional office environment
- Excellent skills in Word, Excel, Outlook
- Experience in a customer service oriented environment.
- Exceptional attention to detail
- Excellent telephone manner and skills
- High standard / excellence in personal presentation
- Willingness to learn, show initiative and be a positive “team player”
- Positive attitude
- Highest standard of ethics, confidentiality, and professionalism
- Ability to multitask and prioritise in a fast-paced environment

**Salary will be based on experience**

**How to Apply**:

- **Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.**_

**Salary**: From $45,000.00 per year

**Benefits**:

- Professional development assistance

Schedule:

- Monday to Friday

Application Question(s):

- How many years' experience do you have as a client services officer?
- Which of the following accounting packages are you experienced with?
- What's your expected annual base salary?

Work Location: In person



  • Balwyn, Australia TANG Asian Food Emporium Full time

    **Sales Promotion Officer / Marketing Executive** Fast growing Asian grocer TANG, needing full time Sales Promotion Officer / Marketing Executive. We are looking to employ a sales-driven and customer-oriented sales officer to oversee our sales team and determine the most effective solutions to increase company sales. The sales officer's responsibilities...


  • Balwyn, Australia Advara HeartCare & Advara SleepCare Full time

    Our Best Starts with You! We get it. Every company says their people matter but at Advara HeartCare, you really do. Because whatever your role here is, you are our impact, and you are our future. We have an exciting opportunity for a Medical Receptionist to join us on a permanent part-time basis (Monday, Tuesday & Friday). Also known as the Patient Support...

  • Administration Officer

    6 months ago


    Balwyn North, Australia YMCA Recreation Full time

    Opportunities for career development and growth! - Free access to gyms, recreation, and aquatics centres across the state! - Part time (25 hrs per week) | $24.91 p/h + Super At the Y our vision is a better tomorrow where all people can belong. As the largest employer in fitness and recreation, we have more than 5,000 staff at over 140 centres across...


  • Balwyn North, Australia Crown Property Services Full time

    **Crown Property Services **provides top-tier commercial cleaning solutions to esteemed clients nationwide. Our commitment to quality cleaning, environmental sustainability, and social impact support drives our operations. If you share our values and seek advancement in your career, we want to hear from you! **Job Opportunity: Full-Time Cleaner in Balwyn...


  • Balwyn, Australia Elevate Physio & Pilates Full time

    _Are you passionate about providing exceptional customer service while also driving business growth? Do you thrive in a dynamic environment where every day brings new challenges and opportunities?_ **Responsibilities**: 1. Reception Duties: - Greet clients and visitors in a professional and friendly manner. - Answer phone calls, respond to inquiries, and...


  • Balwyn, Australia VMCH Full time

    5 days per week, School Terms only Paid School Holidays Balwyn Location Suitable for those looking for school hours  Attractive Salary Packaging benefits St Paul’s College is a Catholic Special Education school that sits within Villa Maria Catholic Homes (VMCH). St Paul’s College community promotes the safety, wellbeing and inclusion of all children....


  • Balwyn North, Australia YMCA Recreation Full time

    Free access to gyms, recreation, and aquatics centres across the state! - Greet customers and be the face of the centre! - Casual - $29.56 per hour + Super + Y Benefits At the Y our vision is simple - Amplify Your Voice. Shape Our Community. Challenge Our World As the largest employer in fitness and recreation we have more than 5,000 staff at over 140...


  • Balwyn, Australia Girri birrang Infrastructure Pty Ltd Full time

    **Role purpose**: The Pipe Layer, at Girri Birrang Infrastructure, is responsible for the trenching, drilling and installation of pipeline in a safe an efficient manner to construct the works as directed by the Construction Supervisor. **Key accountabilities**: - Read and interpret construction site plans, completing delegated tasks in accordance with the...

  • Receptionist

    6 months ago


    Balwyn, Australia KLC Recruitment Pty Ltd Full time

    Our client is a leading showroom offering sleep advice, mattresses, adjustable beds, and mobility aids for both medical and non-medical needs. Located in the heart of Balwyn, they are seeking a vibrant and customer-focused individual and will provide exceptional service and support to our clients. - **Permanent Full Time | 8:30 am - 4:30 pm**: - **Balwyn...

  • Administrative Manager

    7 months ago


    Balwyn, Australia Earn & Learn Full time

    We are currently seeking a professional Administrative Manager to join our clients team in Balwyn. This role is pivotal in maintaining the operational excellence of the centre, supporting the staff, and ensuring a warm, welcoming environment for the families. Job Responsibilities: - Provide professional front-of-house management, including meeting,...


  • Balwyn, Australia VMCH Full time

    About the role We are looking for an enthusiastic, friendly and self-motivated staff experienced in food services to bring joy to our resident’s day. As a Food Services Assistant your focus will be to deliver catering needs that meet nutritional and hydration needs, special requirements and preferences of our residents. We welcome staff from...

  • Team Administrator

    6 months ago


    Balwyn, Australia Engage Personnel Full time

    Balwyn location - Full - time opportunity with a competitive salary! - Amazing team environment that promote within **The Company** Our client is a fantastic firm located in the eastern suburbs, with amazing modern offices. They are looking to fill the role of Team Administrator. This is a full-time, permanent opportunity. **Duties and...

  • Team Administrator

    6 months ago


    Balwyn, Australia Engage Personnel Full time

    Balwyn location - Full - time opportunity with a competitive salary! - Amazing team environment that promote within **The Company** Our client is a fantastic firm located in the eastern suburbs, with amazing modern offices. They are looking to fill the role of Team Administrator. This is a full-time, permanent opportunity. **Duties and...


  • Balwyn, Australia VMCH Full time

    About the role We are looking for reliable, caring and compassionate Domestic Services Assistants (DSA) to bring joy to our resident’s day. Working as part of a friendly and close-knit team, you will: Carry out a range of domestic tasks to maintain hygiene standards in a home-like environment Cleaning residents’ rooms including ensuites, furniture...


  • Balwyn North, Victoria, Australia VMCH Full time

    Job Title: Learning Support OfficerAbout VMCH:VMCH is a for-purpose organisation that supports people and families to live their best lives. We provide a place to call home and spaces to learn and grow.Job Summary:We are seeking a Learning Support Officer to provide support for an exemplary learning environment for students, supporting their learning and...


  • Balwyn North, Australia The Smile Team Full time

    **The Role** We are excited to welcome a professional Front Office Coordinator. The permanent position is for 3 or possibly 4 days a week. - Key responsibilities:_ - Delivering 5 star customer service - Build positive and lasting relationships with patients - Settling accounts through Exact software - training can be provided - Booking appointments for...


  • Balwyn North, Victoria, Australia VMCH Full time

    About the RoleWe are seeking a reliable and compassionate Domestic Services Assistant to join our team at VMCH, Balwyn. As a Domestic Services Assistant, you will play a vital role in maintaining the cleanliness and hygiene of our facilities, ensuring that our residents feel safe and comfortable in their living environment.Key Responsibilities• Carry out a...

  • Personal Care Worker

    5 months ago


    Balwyn, Australia Help in the Home Full time

    We are seeking a Personal Care Worker to provide quality in-home care to a regular client in Balwyn. Shift times will include: 9:00am start for 1.5Hrs, Monday - Friday with Saturday as a possible additional shift. This shift will include looking after one regular female client who has mild-moderate dementia and requires an experienced carer to assist with...

  • Home Care Attendant

    1 month ago


    Balwyn, Australia Prestige Inhome Care Full time

    Casual pay rates from $36.39 per hour. - Flexible rosters for work-life balance - Free uniform, regular social events, opportunity to upskill and more! **Join Our Extraordinary Team as a Home Care Attendant!** We are currently seeking experienced Home Care Attendants forMelbourne's Eastern suburbs. We have a variety day shifts across different locations...

  • Aged Care

    6 months ago


    Balwyn North, Australia Raffles Services Group Pty Ltd Full time

    **Southern Support Family is focused on delivering home care, home maintenance and allied health services.** **We also cater for many clients with diverse needs such as the home care package recipients, NDIS participates and those who are culturally & linguistically diverse and those in care facilities.** We are currently seeking Personal Care Assistants...