Client Services Administration Officer
2 weeks ago
CDMGURU is seeking a highly skilled Business Services Administrator to join their team. As a key member of the Business Services division, you will play a pivotal role in supporting the delivery of exceptional client services. Your primary responsibilities will include liaising with clients, gathering essential documentation for tax returns and financial statements, and contributing to corporate compliance by managing ASIC documentation and lodgements. In this dynamic role, you will have the opportunity to work closely with Partners, Managers, and team members to maintain the highest quality standards for both client documents and data. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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, e.g., 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, such as binding, photocopying, scanning, collating documents, saving documents to internal document management system, 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
About CDMGURU:
CDMGURU is a leading international accountancy firm specialising in Business Advisory, Tax, and Audit Services. Our high-quality client is a thriving Business Services division, catering to a diverse clientele, both locally and internationally. We are committed to delivering exceptional client service and are seeking a highly skilled Business Services Administrator to join our team.
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