Administrative Support Professional
2 weeks ago
We are seeking a highly skilled Service Delivery Specialist to enhance client satisfaction and maintain all administrative processes for an accounting and business advisory firm. The successful candidate will be responsible for delivering excellence in financial management, compliance, payroll, accounts payable/receivable, and performance reporting.
This is a fantastic opportunity for a driven individual to grow their career in a dynamic team environment.
Key Responsibilities- Act as the primary point of contact for clients, managing inbound communications via phone, email, and in-person with professionalism and warmth.
- Support client onboarding: collecting documentation, opening files in practice systems, coordinating initial admin tasks.
- Assist with invoicing, billing, and basic reconciliation tasks, ensuring accuracy and timely delivery.
- Manage appointment schedules, maintain client records, and keep internal systems updated.
- Collaborate across the team, accountants, advisors, and support staff to track deliverables and follow up on outstanding tasks.
- Prior experience in bookkeeping or demonstrated exposure to bookkeeping processes is highly advantageous, especially familiarity with tasks like data entry, reconciliation, or using systems such as Xero.
- A customer-centric mindset, with a knack for professionalism, clear communication, and attention to detail.
- Exceptional organizational skills, capacity to manage multiple tasks, prioritize workflow, and meet deadlines.
- Tech-savviness, comfortable with platform-based tools, and familiar or willing to learn accounting systems and MS Office suite (especially Excel and Outlook).
Our team offers a supportive and dynamic work environment with opportunities for growth and development.
We encourage professional growth through training and certification programs.
We offer a competitive compensation package.
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