Business Operations Coordinator

3 days ago


Adelaide, South Australia CW Products Pty Full time
Job Description
As a Client Services Manager at CW Products Pty, you will play a pivotal role in supporting the accounting, wealth, and administration teams. Your primary responsibility will be to provide key administrative support, ensuring seamless client engagement.

Key Responsibilities:
  • 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.


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