Support Coordinator for Financial Services

1 week ago

Gold Coast, Queensland, Australia beBeeAdministrative Full time $60,000 - $75,000
Client Liaison and Administrative Coordinator Role

We are seeking a detail-oriented and customer-focused individual to assume the role of Client Liaison and Administrative Coordinator. This person will be the primary point of contact for clients, handling all aspects of communication, including phone calls, emails, and in-person interactions with professionalism and warmth.

The ideal candidate will have prior experience in bookkeeping or a related field, as well as familiarity with data entry, reconciliation, and basic accounting software such as Xero. They will also possess exceptional organizational skills, enabling them to manage multiple tasks, prioritize workflow, and meet deadlines efficiently.

This is an excellent opportunity for someone who values a team-based work environment and is committed to delivering exceptional client service. The selected candidate will collaborate closely with accountants, advisors, and support staff to track deliverables and follow up on outstanding tasks, ensuring seamless communication and efficient project management.

  • Key Responsibilities:
  • Manage client communications, handle inquiries, and resolve issues promptly and professionally.
  • Support client onboarding by collecting documentation, opening files in practice systems, and coordinating initial administrative tasks.
  • Assist with invoicing, billing, and basic reconciliation tasks, ensuring accuracy and timely delivery.
  • Take on bookkeeping-related duties, such as data entry, coding, reconciliations, or Xero entry, where experience will be particularly valuable.
  • Manage appointment schedules, maintain client records, and keep internal systems updated.
  • Collaborate across the team to track deliverables and follow up on outstanding tasks.
  • Prepare management reports through document collation and data organization.
Requirements:
  • Prior bookkeeping experience or demonstrated exposure to bookkeeping processes.
  • Familiarity with data entry, reconciliation, or using accounting software like Xero.
  • A customer-centric mindset with strong communication and interpersonal skills.
  • Exceptional organizational skills, ability to multitask, prioritize workflow, and meet deadlines.
  • Tech-savviness, comfortable with platform-based tools, and familiar or willing to learn accounting software and MS Office suite (especially Excel and Outlook).
  • A cooperative, supportive approach with a positive attitude and proactive mindset.
Benefits:
  • Flexible working arrangements to support work-life balance.
  • Professional growth and development opportunities within the firm.
  • Collaborative and dynamic work environment with a highly professional and approachable team.

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