Financial Services Coordinator
2 days ago
About CW Products Pty
CW Products Pty takes an integrated approach to their clients' financial wellbeing. They are passionate about ensuring clients will always experience the same high levels of service no matter who they are dealing with, through the utilisation of effective systems & procedures.
Their clients include small to medium businesses, high net worth individuals, and people wanting to plan for a better financial future. They have a genuine passion for guiding clients to achieve financial freedom for lifetime success.
Key Responsibility Areas:
- Coordinate client information for accounting and advisory services.
- Ensure timely ATO lodgements and track progress throughout the year.
- Assist with setting up new entities, including companies, trusts, and superannuation funds.
- Prepare and submit TFN, ABN, GST, and PAYG applications.
- Manage workflow scheduling and keep client work on track.
- Monitor and report on key performance indicators (KPIs) such as lodgement statistics and turnaround times.
- Provide general client support, including onboarding, queries, and document collation.
- Handle general administrative tasks, including reception duties, mail processing, and team training coordination.
- Maintain and update client records across all systems, including ASIC Annual Company Reviews.
- Support the implementation of efficient work processes and new systems as required.
Requirements:
- Minimum of 3 years professional services experience;
- Excellent communication skills;
- Proficient with use of Office 365 suite of products;
- Experience using Xero and Xplan.
- Experience dealing with clients in person, over the telephone, and online.
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