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Client Services Officer

3 weeks ago

Maroochydore, Australia Clarke McEwan Accountants and Business Advisors Full time

**CLIENT SERVICES OFFICER/ADMINISTRATION ASSISTANT**

**About the Firm - Clarke McEwan**

We are a well-established accounting and business advisory firm that has now entered into the 28th year of operation. We aim to assist our clients with managing every aspect of their business while establishing & maintaining a close one-on-one partnership. We offer a range of services including but not limited to business & management consultancy along with all things related to tax & accounting. We understand that our clients each have a unique situation & we tailor our assistance to suit their needs.

**About the Role - Client Services Officer**

This position is located at Maroochydore on the beautiful Sunshine Coast. We are seeking a client focused superstar who can support reception and our team with general administration and housekeeping duties as required. We are looking for an upbeat and vibrant professional who has the following qualities:

- Exceptional attention to detail & accuracy
- Excellent written & verbal communication skills
- Brilliant phone manner & personable skills
- Willingness to learn, show initiative & be a positive ‘team player’ who is willing to contribute
- Positive & upbeat attitude
- High standard of ethics, confidentiality & professionalism
- Excellent time management with the ability to multitask
- Responsible & outcome focused
- Is tech-savvy - there is no need to be an expert, but you must be proficient
- Flexible, adaptable, & dependable

Your duties as our Client Services Officer will include but are not limited to:

- Supporting our reception along with answering & screening incoming calls in a professional manner
- Electronic collation & upload of year-end client information (including cover letters, documents for signing, invoices etc) to our secure client digital signature portal for signature.
- Assist with creating jobs in our workflow system to track the progress of tasks throughout the office
- File & maintain confidential documentation
- Process lodgements to the Australian Taxation Office
- Manage our ASIC Compliance and assist with setup of new structures such as companies and trusts
- Complete ad-hoc tasks as requested by Management
- Manage electronic mail downloads and distribution to clients
- Liaise with Government departments such as ATO and ASIC

Please be aware that our successful applicant will possess the following:

- Minimum of 2 to 3 years office administration experience in an accouting firm
- Excellent skills in Microsoft Office 365, including Word, Excel, Outlook, Teams
- Knowledge in the use of Handisoft Suite of software will be advantageous
- Good with technology and problem solving skills

Schedule:

- Monday to Friday

Work Location: In person