
Client Service Specialist
2 days ago
As a Client Services Administrator, you will be responsible for providing exceptional support to our team and clients. Your primary duties will include managing director's calls, scheduling appointments, preparing materials for meetings, and handling correspondence with professionalism.
Key Responsibilities- Screen and manage director's calls; address client needs promptly.
- Schedule and coordinate client and personal appointments.
- Prepare and organize materials for meetings.
- Handle general correspondence with efficiency.
In addition to these responsibilities, you will also be responsible for drafting client engagement letters, setting up new client jobs, compiling and maintaining client tax packages, and managing ATO portal and Xero database.
Requirements- Proven experience in a public practice accounting firm is essential (at least 1 year).
- Proficiency in MS Office Suite; experience with Xero and ATO portal.
- Strong written and verbal communication skills.
- Exceptional organizational and time management abilities.
- High attention to detail and accuracy.
- Ability to maintain confidentiality and handle sensitive information.
- Team-oriented with a proactive approach to problem-solving.
We offer a dynamic and supportive work environment, opportunities for growth and development, and a competitive compensation package.
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