Client Service Co-ordinator

2 weeks ago


Adelaide Region SA, Australia people2people Full time

Client Services Co-Ordinator

People2People - Adelaide, SA

$65,000 - $72,000 + Super

Excellent opportunity to work with a Boutique Accounting and Wealth Advisory Firm

The Company

With over 50 years of history offering financial services in Adelaide, be a part of a thriving business who are committed to making a positive impact on the lives of their Clients, Staff, and the community.

Offering a supportive and collaborative environment, commitment to providing opportunities for career growth and development is a central aim.

About the role

CSO is a crucial role within the business as you will proactively offer a high level of administration support directly to the firm Directors and staff. Developing and Maintaining strong Client relationships is paramount to this role.

Key responsibilities

Supporting Clients and working closely with the Client Service Co-Ordinator’s.

High level Administrative Support assisting Clients, Staff including Directors and Managers within the Business.

Processing and Lodging ATO Tax returns.

Prepare reports and invoices.

About you

Previous high level administrative support experience with an accounting practice.

Effective and clear written and verbal communication skills.

Strong organizational and multitasking abilities.

Detail and accuracy orientated.

Advanced experience with Microsoft suite and platforms such as CAS, Xero Practice Manager, Tax agent portal.

Experience in processing lodging tax returns.

A positive and collaborative attitude

Benefits & Perks

Genuine opportunities for professional development and growth.

WFH opportunity

Bonus paid birthday leave day.

Regular social events

How to Apply

with your most recent resume or contact Claire on (08) 8317 4805.



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