Client Services Coordinator/personal Assistant

2 weeks ago


Brisbane, Australia u&u Recruitment Partners Full time

Who are u&u?

Who are we partnering with?

u&u are partnering with a reputable organisation to recruit a forward thinking, organised Client Services Coordinator/Personal Assistant.

In the role of Client Services Coordinator/Personal Assistant, you will be entrusted with the responsibility of delivering exceptional client services support to a Director and a team of Accountants.

**Key accountabilities**:
Correspond with clients on behalf of the Director;
Maintain ongoing communication with clients, addressing non-advice related queries;
Coordinate and prepare necessary documents for new and existing clients;
Maintain confidentiality;
Supervise a dedicated offshore resource providing back-office administration support;
Complete tax file setups and book tax meetings;
Information gathering;
Compile financial reports;
Liaise with a range of external stakeholders;
Draft official correspondence;
Generate reports and maintain accurate records and file notes;
Handle general correspondence with the Australian Taxation Office;
Assist with ad hoc administrative tasks and monitor job flow;
Answer incoming phone calls;
Sort incoming and outgoing mail;
Scan and archive client files; and

Reception assistance when needed.

**What you will bring to the role**:
A professional communication style, both verbally and written;
Flexibility and organisation skills;
Willingness to learn and the ability to work well in a team environment; and

A proactive mindset and the ability to think strategically.

Please submit your resume in Word format only.



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