Client Services Administration Officer

4 weeks ago

Brisbane, Queensland, Australia CDMGURU Full time
Client Services Administration Officer

We are seeking a highly skilled and organized Client Services Administration Officer to join our team at CDMGURU. As a key member of our Business Services division, you will play a crucial role in supporting our Partners, Managers, and team members in delivering exceptional client services.

Key Responsibilities:

  • Support the Business Advisory and Tax division Partners, Managers, and team members
  • Liaise with clients and collate documentation regarding tax returns and financial statements
  • Assist with corporate compliance, including ASIC documentation and lodgements
  • Prepare client invoices and other documents associated with end of month
  • Ensure quality control of both client documents and client data
  • Assist the team with email inbox management and physical mail
  • Manage email enquiries from clients and external parties
  • Complete general administrative duties, including binding, photocopying, scanning, collating documents, saving documents to internal document management system, and data entry

Requirements:

  • Prior experience as an Admin/Client Services Officer in a Chartered or Public Accounting firm (highly desirable) or professional services firm
  • 2 years + administration experience
  • Superior written and verbal communication
  • High attention to detail and effective problem-solving skills
  • Quality time management skills - Ability to manage peaks and troughs in workflow
  • Superior organisational skills
  • Strong knowledge of Microsoft Word, Excel, and Outlook
  • Experience with accounting office software packages and/or the capacity to learn
  • Initiative and a willingness to learn

What We Offer:

  • A dynamic and collaborative team environment
  • A friendly and professional demeanour
  • Punctuality and reliability
  • The opportunity to take pride in delivering high-quality work
  • The recognition of the significance of our role in shaping clients' financial futures

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