Client Services Coordinator

2 weeks ago


Bendigo, Australia Ipsum Advisors Full time

**CLIENT SERVICES COORDINATOR**

**Overall Objective**

To care for and coordinate administrative tasks related to client services provided by the accounting team. Perhaps the best way to think of the position is as a personal assistant to 4 -5 accountants. The coordinator will not need to calculate or interpret accounting figures however they will need to be accurate in transcribing information provided to them. Our goal is to allow the accountants to focus on real accounting services and for the coordinator to ensure our clients are delighted with our services.

**Individual Qualities**
- Exceptional attention to detail and accuracy
- Excellent written and verbal communication skills
- Confident manner with clients and team members
- Excellent time management skills with ability to multi task
- Highest standard of ethics, confidentiality and professionalism
- Excellent telephone manner
- Common sense approach to tasks
- Positive and happy attitude
- Willingness to learn, show initiative and be a positive “team player”

**Qualifications and Experience**
- 2-3 years’ office administration experience
- Excellent skills in Word, Excel and Outlook is vital
- Understanding of basic accounting and tax terms would be helpful but not essential
- Experience with Cloud based software is preferred

**KEY DUTIES & RESPONSIBILITIES**

**General Administration**:
Management of scheduling list to schedule clients for their taxation returns including;
- Creating new financial year scheduling lists
- Tracking and updating where required
- Client calls to bring in information and appointment making

ATO Portal/call center management including;
- Changing client addresses
- Adding clients
- Removing clients
- Updating client’s financial institution details
- GST, PAYGW, FTC registrations
- Penalty remission requests
- Payment arrangements
- Return not necessary (RNN) lodgement
- General ad-hoc tasks from accountants

Other;
- Liaising with third parties with client’s permission on their behalf, including provision of information to banks, financial planners and other finance companies
- Creating letters as required in Suitefiles
- Editing letters/form templates in Suitefiles
- Management of all administration tasks surrounding adding new clients and closing clients on our databases (XPM, Xero, Suitefiles, Karbon, ATO)
- Facilitate ethical handover of clients
- General database management as required for client records, folders etc. in Suitefiles, Karbon, Xero and XPM

**Taxation**:
Administration Management of taxation/compliance jobs from start to finish including;
- Individual income tax return appointment in jobs; creating the return, checklists, printing ATO reports and setting up files in appropriate programs
- Producing and sending out fixed price agreements, annual engagements or once-off proposals in our online quoting software, Go Proposal
- Sorting through and scanning in client’s source documents.
- Adding and updating jobs for various entities and individuals in our workflow program
- Creating returns for all entities and producing ATO reports
- Providing assistance to accountants throughout the job process including following up clients for further information, scanning additional documents, progress invoices
- Preparing invoices for accountants
- Updating job status in Karbon throughout entire job process
- Attending to administration requirements of annual Fringe Benefits Tax (FBT) process
- Attending to administration requirements for annual trustee resolution process

**Corporate Secretarial**:

- Maintenance of company registers in Suite Files and Now Infinity
- Preparation and lodgement of ASIC forms
- Managing annual company review process
- Liaising with ASIC and other government departments
- Company Incorporations and the setting up of trusts
- Management of Business Name registrations, updates and cancellations
- Management of Trust records and registers
- Management of Tax registrations including registrations and cancellations for GST and PAYGW
- Australian Business Register Management including ABN and TFN Applications

**Office Management and general administration duties (shared duties)**:

- Open office to public including lighting
- Open mail and sort
- Scan, redact and save mail to SF, redirect to clients where required
- Prepare bank deposit slip from prior day
- Receipt incoming payments via desk, mail or phone
- Prepare banking
- Prepare mail - record outgoing correspondence on mail register
- Answering team phone calls including relaying messages to relevant staff via Karbon or calendar booking
- Booking appointments
- Onboarding new clients
- Booking appointments for Ipsum Wealth/taking calls for Ipsum Wealth
- Recording documents received over the counter on the incoming document register
- Monitoring reception
- Processing Notice of Assessments
- Fee Deducts and Trust account processing
- Keep public areas tidy
- Keep kitchen clean and tidy
- Ordering Coles orders
- Team Age



  • Bendigo, Australia Bendigo Community Health Services Full time

    Client Services Client Services Worker 45.6 hours per fortnight (0.6 FTE) Ongoing Position The Position Client Services is located within the Organisational Support team. Client Services are responsible for providing a wide range of operational administrative services to BCHS and its diverse client group. The position of Client Services Worker is to...

  • Client Service Officer

    23 hours ago


    Bendigo, Australia Employment Hero Full time

    The Support People is a leading registered NDIS provider in regional Victoria, creating an inclusive world where people with disability live the life of their choosing with our support. The Client Service Manager is a key support role for the delivery of our NDIS Participant services. The NDIS Client Service Manager plays an integral part in ensuring our...


  • Bendigo, Australia Carer's Network Australia Full time

    _**Building dreams for your future self**_ **Who are we?** At Carer’s Network, we envision a future where all our clients feel empowered to live the life they want. Carer’s Network enable our clients to do so by tailoring our home support services to each client’s unique needs and requirements. Our client base has been rapidly growing, and we are...


  • Bendigo, Australia Service Stream Full time

    Primary Location Bendigo - 30 Bridge Street Job Description Summary Service Stream’s Utilities division are currently seeking a Network Services Coordinator to join our team in Bendigo. About the Role Service Stream’s Utilities division are currently seeking a Network Services Coordinator to join our team in Bendigo. Nature of position: Permanent,...


  • Bendigo, Australia Employment Hero Full time

    Are you looking to join a firm that is progressive, innovative and holds both its team members and clients as the centre of its culture? Start your administrative career with AFS today! **Who we are** We’re a modern professional services firm located in the heart of Bendigo, Djaara Country, with a team of over 90 professionals. We’ve been providing...


  • Bendigo, Australia Labour Hire Authority Full time

    The Victorian Government established Labour Hire Licensing Authority (LHA) to introduce a licensing system to regulate the provision of labour hire services across Victoria. LHA undertakes a range of licensing, compliance and enforcement activities, maintains public registers and conducts research and education in accordance with the Labour Hire Licensing...

  • Service Coordinator

    3 weeks ago


    City of Greater Bendigo, Australia Country Care Group Full time

    Established in 1997, Country Care Group (CCG) is an Australian family owned and operated business with over 740 staff throughout a wide variety of operations across Australia. With over 130 CCG member stores, we are a leading national supplier of a vast range of medical and in-home aids to assist people living with disability, mobility impairments and the...

  • Client Advisor

    1 week ago


    Bendigo, Australia Benetas Full time

    **Client Advisor (Case Manager) - Home Care Packages** - Join an amazing team in a leading non-for-profit organisation - Salary Packaging benefits to increase your take home pay - Full-time position in Bendigo Office **What YOU do matters** - Benetas has an exciting opportunity for an individual whom is highly organised, has proficient communication skills...


  • Bendigo, Victoria, Australia beBeeCare Full time $55,000 - $70,000

    Job TitleWe are seeking a Senior Disability Coordinator to oversee the delivery of high-quality, stimulating services for children and young people with disabilities.Key ResponsibilitiesPlan and deliver structured programmes of enjoyable activities to meet the needs of children and young people with additional needs and disabilities.Coordinate and take...


  • Bendigo, Australia Department of Families, Fairness and Housing Full time

    THE ROLE The Disability Justice Coordinator supports people who have a disability and are involved in the criminal justice system. They assess and coordinate forensic disability supports for a forensic disability client based on their needs, risks and goals and advocate for any other support they require through other universal service systems. The...