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Client Services Assistant
2 weeks ago
Client Services Assistant
**09th December, 2024**
**Client Services Assistant - Brisbane**
We're a globally integrated audit, tax and advisory firm with offices in over 100 countries and territories - and we're always ready to recruit an experienced and motivated new Client Services Assistant like you to join our Australian team
This could be just the right opportunity for you if you...
- Want the opportunity to gain corporate secretarial experience.
- Are keen to receive the training and promotions you deserve.
- Believe that a great culture is built on the celebration of collective success.
**About the role**:
The Client Services Assistant's role is critical to ensuring the delivery of high-quality outcomes for clients. The role may include supporting colleagues to achieve deadlines, finalising outgoing items, dealing with external and internal stakeholders, delivering technically correct information, following and offering feedback on procedures or systems and communicating professionally to all levels of staff. The position also forms part of the relief and support structure that is necessary for the overall completion of administrative duties within the firm
- Formatting of documents such as client letters, proposals and collations. A high attention to detail regarding all outgoing items and a focus on improving the quality of internal documents.
- Coordination and processing of the billing function for clients, in line with standards and templates for billing.
- Preparation of all correspondence required including business letters, invoices, reports, articles and proposals, in accordance with established templates.
- Coordination of the Out-For-Signature and lodgement process (e.g. ATO)
- Preparation of electronic or physical collations in a timely, organised and efficient manner. A view towards decreasing the use of physical materials and moving towards a more electronic environment.
- The updating, archiving and maintenance of accurate electronic data within various software platforms. An adherence to current procedures with a view towards continually offering constructive feedback.
- Communication with the ATO in relation to basic client matters (for example, setting up payment arrangements, obtaining remissions, lodging due date extension, etc.).
- Provision of support to Reception by answering incoming phone calls, taking messages, answering queries, welcoming guests and maintaining meeting rooms. Maintaining a professional and welcoming demeanour when dealing with internal and external stakeholders.
- General administrative duties necessary for the smooth operation of the office, including but not limited to upkeep of kitchen and meeting rooms, reception cover and providing administrative cover elsewhere when requires
**About you**:
- Demonstrated administrative experience within a professional services firm, preferably in a public practice environment
- Experience with XPM preferred
- Strong attention to detail and accuracy of work
- Flexibility to perform different and varied tasks
- The ability to work under pressure and effectively manage time and prioritisation of tasks
- Motivated to work as part of a team in addition to completing individual regular tasks
- Strong problem-solving skills
- Excellent interpersonal skills, including the ability to consult with peers.
- Extensive experience with Microsoft Suite
**Why Forvis Mazars**
We believe that Forvis Mazarians should be rewarded for their work, so we offer a range of financial and non-financial benefits to support and reward our people. At our Brisbane location, you can expect the following:
- Well-being program
- Staff Incentive plan
- Volunteering day
- Flu vaccinations
- Learning and development programs
- Social club activities, charity and community events
- Study assistance (financial support & study leave)
- Flexible working
- Employee referral rewards
- Employee assistance program
- Parental leave payment
- International and domestic mobility opportunities
At Forvis Mazars, we nurture an inclusive environment and encompass diversity in all forms. Successful applicants will receive consideration for employment irrespective of their background, experience, identity, age, gender or ability
Job ID xOtr0YxUYfWa
