Client Services Administrator

1 week ago


Sydney, Australia Elite Pathways Full time

Modern, cloud based firm - with the most up to date technology
- Fresh, newly refurbished office with lots of natural light
- Low staff turnover

This is a reputable boutique accounting firm with a modern office and the most up-to-date software, Xero, XPM, Nowinfinity, Suit files and Carbon. The firm is highly organised, 100% cloud-based, modern and progressive. The client base is small businesses and high-net-worth individuals.

This is a sole owner firm with 7 staff with low staff turnover. It is a reputable firm, with the Partner having been trained within a Top Tier firm. The firm is passionate about what they do it is well

**Duties**:

- Workflow management
- ATO and ASIC correspondence
- Corporate secretarial
- Debtor management
- Client liaison
- Processing of engagement letters for new clients
- Job collation
- Filing and scanning

**Skills and personal attributes**:

- Have experience in an accounting firm, processing similar duties.
- Tech savvy and good with IT
- Exceptional attention to detail
- Client focused
- Exceptional communication - both written and verbal


  • Account Manager

    2 days ago


    Sydney, New South Wales, Australia Client Services Full time $90,000 - $120,000 per year

    Salary: AU$85,000 - AU$100,000Who we areWelcome to The Marketing Practice (tmp). We're not just an agency; we set the bar for advancing B2B marketing, armed with a global team of 300+ B2B specialists ready to unlock potential for our clients. They include incumbent leaders and some of most exciting and fast-growing unicorns in tech, working with them across...


  • Sydney, Australia New South Wales Treasury Corporation (TCorp) Full time

    TCorp provides best-in-class investment management, financial management, solutions and advice to the New South Wales (NSW) public sector. With A$107 billion of assets under management, TCorp is a top 10 Australian investment manager and is the central borrowing authority of the state of NSW, with a balance sheet of A$133 billion. It is rated Aaa (Stable) by...


  • Sydney, Australia Lorica Partners Full time

    The Client Service Administrator (CSA) role is part of the team that is responsible for providing a broad range of support to the Advice team, in the provision of high-quality ongoing services to existing and prospective clients. **Key Responsibilities**: - Provision of exemplary client service, meeting and greeting clients, managing inquiries and...


  • Sydney, New South Wales, Australia Bongiorno & Partners (NSW) Pty Ltd Full time $60,000 - $80,000 per year

    Company DescriptionBongiorno & Partners (NSW) Pty Ltd has been a market leader in the medical and dental fields for nearly 50 years. Established in 1964, Bongiorno was the first organization in Australia to coordinate the financial affairs of medical and dental professionals, with our Sydney office opening in 1976. We are known for our continuity of...


  • Sydney, Australia Talogy Full time

    **Responsibilities**: **About Talogy** We are Talogy. The talent management experts. We craft solutions that screen, select, develop, and engage talent worldwide. By uniting the leading psychologists, data scientists, developers, and HR consultants we bring the power of psychology and technology together so you can make the best data-driven people...


  • Sydney, Australia McCullough Robertson Full time

    **The Role** An exciting opportunity exists for a Client Services Administrator to join our Sydney team. Working closely with the Client Services Executive and the Facilities Executive, this position reports to the Human Resources Adviser and will be responsible for providing administrative and general office support for our Sydney office. Client Services...


  • Sydney, Australia HAYS Full time

    Permanent Client Services Administrator | Chartered Accounting Firm | Immediate Start **Your new company** This Chartered Accounting firm located in North Sydney has 2 current vacancies available that has come around due to retirement and relocation of existing long serving employees. They are a growing organisation with a positive and inclusive company...


  • Sydney, New South Wales, Australia Fiducian Financial Services Pty Ltd Full time $60,000 - $80,000 per year

    Are you a skilled Client Services Officer looking to develop your career within the financial services industry?We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Sydney CBD office and offers a competitive package, a professional and friendly...


  • Sydney, Australia Keegan Adams Full time

    Supportive business with a reputation for their superior service levels - $60,000 - $65,000 + super |Training & development provided **unique opportunity that will support you to build your professional and corporate experience, **working as part of a **dynamic and social team. **You will be provided with **ongoing training **with a **clear career path** to...


  • Sydney, Australia bdhSterling Full time

    Are you a superannuation administrator, or do you have experience in other areas of financial services? Are looking for your next challenge and have considered wealth planning? Do you want to work in a Global financial services company who believe that its employees are just as important as its clients? Any transferable skills from working within pensions...