Client Services Administrator

Client Services Administrator

Full time or part time available

About Us

AT Business Advisors are a dynamic team of Accountants and business Advisors. We have a tight knit team who work together to achieve common goals.

Our core purpose is to positively influence the lives of our clients, team members and referral network. Our mission is to provide peace of mind to our clients by assisting them with factors of their life extending beyond the numbers.

We influence more than 2,000 clients and their associates in a positive way every year.

Inclusive workplace

We take pride in being a workplace that fosters inclusivity and supports women. Our company values promote gender equality, creating an environment where everyone feels respected.

We have a range of gender equality initiatives in place to ensure a fair and inclusive work place.

Fun and social activities

We organize team-building events, company outings and celebrations to foster a positive and engaging work environment where employees can connect and have fun. We have office challenges like trivia or mini games it adds a bit of excitement and friendly competition to the work day.

Celebrations

We love celebrating milestones, birthdays and achievements We throw surprise parties, decorate the office and have delicious treats to make these moments extra special. We even have an Easter egg hunt

Fully stocked kitchen

We have a fully stocked kitchen for our team it is like having a mini convenience store right at your fingertips Not only does it keep us fueled and energized throughout the day, but it also creates a welcoming and enjoyable environment for our team. Whether it’s a quick snack break or a chance to connect with colleagues over a cup of coffee our kitchen is the place to be

Professional development and training

We invest in our employees’ growth by providing opportunities for training, workshops, conferences and mentorship programs to hep them reach their full potential. We encourage continuous learning and growth by providing access to online courses, educational resources and professional development programs.

Competitive compensation and rewards

We offer competitive salaries, performance -based bonuses and recognition programs to show our appreciation for the hard work and dedication of our employees

Conferences and Networking events

We sponsor employees to attend industry conferences and networking events, providing them with opportunities to learn from industry experts, connect with peers, and stay up to date with the latest trends and developments in their field.

Dress for your day

We have a relaxed dress code that allows you to express your personal style and feel comfortable while working.

Internal mobility

We encourage internal mobility and provide opportunities for employees to explore different roles and departments within the Firm. This allows them to gain new experiences, expand their skill sets and pursue career growth within in the organization.

Cloud software

We leverage cloud technology to enhance collaboration, streamline processes and provide flexibility in accessing and sharing information. With cloud software our employees can work from anywhere anytime and easily collaborate with team members. It’s a modern and efficient way to work

Daily meetings

We have daily meetings to keep everyone in the loop and foster effective communication within our team. It’s a great opportunity to share updates, discuss projects and align our goals. Hese meetings help us stay connected and work collaboratively towards our objectives.

About the Position

To describe the role in a few lines would not do it justice.

You will be working with experienced Partners and a highly dynamic and respected team.
- Answering the telephone and being the first point of contact for clients
- Maintaining ASIC company secretarial records
- Checking and forward of ATO correspondence
- Preparation of mail
- Managing debtors
- Assist Accounting team with Bookkeeping
- Assisting with the preparation of internal practice management accounts
- Processing creditor payments in Xero
- Administration support to the accounting team including following up client queries
- Diary management for Partners
- Manage team leave calendar
- Monitor workflow and work with the team to exceed turnaround time
- Following up client documents for signing
- Maintain practice policies and procedures and assist Partners with updating these when required
- Maintain a record of team KPI’s
- Manage lodgement lists including liaising with team members and clients to ensure all lodgement and payment obligations have been met
- Petty cash reconciliation

More about the role
- Easy onboarding - high tech & processes & lots of support
- Generous salary
- We promote true work life balance, lots of support, regular training and plenty of fun (outings, game days, etc)
- AT Business Advisors is a highly regarded firm that promotes a relaxed, enthusiastic and pro-acti