Client Services Officer/assistant

2 days ago

Lindfield, Australia Peter Vickers Insurance Brokers Pty Ltd Full time

Peter Vickers Business Group (PVBG) is a well-established boutique Financial Services Firm on the North Shore. We offer a diverse range of financial solutions and advice to our clients from Accounting, Tax, Insurance, Superannuation and Investment Services.

Accounting is one of our core strengths at Peter Vickers Business Group - it’s what we started with. For over 40 years, we have been helping businesses and individuals to manage, protect and grow their wealth.

**Responsibilities**:
Client Services
- Maintain point of contact of clients and answer any clients queries and other information as required
- Coordinate any client services and required follow-up of the clients
- Prepare checklist of information required from the clients
- Prepare outgoing correspondence to the clients in relation to ATO requirements
- ASIC lodgements, reporting and updates
- Administrative support to Accountants

Accounts, Taxation, Superannuation, FBT related Duties
- Assist in the preparation of general workpapers and spreadsheets in support of the client’s source documents
- Maintain and update client details in all systems required including new client set up. Set up new clients in the practice management, client accounting and tax software, Ledger and on the ATO Portal
- Manage lodgement list and ensure both paper and electronic ITR, BAS, IAS and other documents with the ATO and request reports from the ATO
- Complete client data input as required
- Process GST returns (BAS and IAS) as required
- Provide client assistance with compliance issues related to matters arising from PAYG and GST
- Finalise and review invoices in MYOB AO, conduct client disbursements as required, and follow up unpaid invoices through generating reminders and customer statements
- Provide general training and support to less experienced staff on all matters arising from general administrative tasks
- Undertake administrative tasks, answer phone calls, attend to mail and electronic filing of clients’ records, preparation of statutory documents for companies, maintenance of minute books, share registers and other statutory records for small companies

**Job Requirements**
- Preferred with 3 years' relevant experience, and those who have less relevant experience or fresh graduates are welcome to apply
- Excellent written and verbal communication skills
- Strong organisational skills and attention to detail
- Commitment to providing exceptional service to our clients
- Proactive attitude, self-motivated and enthusiastic

**Job Type**: Part-time
Part-time hours: 24 per week

**Salary**: $45,412.09 - $60,000.00 per year

Schedule:

- 8 hour shift

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