Client Services Coordinator – Sydney

About Us

We are a leading private client advisory firm with 30 years' experience working with SMEs and high net wealth individuals ranging from start-up founders through to established businesses. You will be an integral part of an AFR top 50 firm with numerous awards for our innovative and integrated accounting and financial planning services.

The purpose of our company is to make a positive difference to our clients' financial outcomes. To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients' financial journey.

The people who join Altus want it all – they aspire to do challenging work, look after a great client portfolio, spend time with their equally aspiring workmates, while working to outcomes in a flexible and supportive environment that supports both their work and personal goals.

So, we create the environment for them – doing professional services differently.

Rather than the traditional professional firms where the professionals spend their careers working crazy hard in environments that don't support them properly – we aspire to be the place where professionals can spend time outside the office on their interests, while still helping clients solve challenging issues, and being supported by modern tech, systems and aspiring people, in an environment that supports flexibility and individualised career plans – where you can progress at your desired pace, working on clients and projects you enjoy.

The opportunity – CLIENT SERVICES COORDINATOR

Reporting to: Business Services Operation Manager

Positions reporting to this role: Nil

Role Purpose: Bringing peace of mind to assigned team through management of processes, ensuring smooth workflow and being the 'go-to' for clients and managers.

Main Duties:

CRM:

• Liaise directly with designated CRM, Manager and team on all client matters as required
• Liaise with clients by telephone and email as required including facilitating ongoing client care and arranging client meetings
• Assist with, (as directed,) initial debt collection from client and escalate issues/problems where necessary
• Attend to, prepare and send client correspondence and completed client work electronically to clients including:

– ATO Correspondence

– Send year end Client Packs

– ASIC documentation

– Monthly and quarterly compliance

– Legal notices

• Follow up CRM and Manager on outstanding matters

Admin:

Assist with and enter prospects & opportunities in the CRM system and provide basic business development reporting and support to the team

• Prepare electronic mailing and follow up all client engagement & re-engagement documentation
• Prepare and electronically mail client invoices in accordance with engagement
• Assist with the preparation of ASIC changes and ASIC Corporate compliance for clients as directed
• E-filing responsibilities using SharePoint document management system
• Database management – updating NetSuite cloud database for all client data
• Assist with client work scheduling and performance through the NetSuite workflow management system, including monthly billings report with Job Manager
• Work with the ATO Team to oversee the electronic lodgement of compliance documents, the client ATO portal accounts and ATO requests for Remission ATO penalties and Payment arrangements
• Work with the Corporate Compliance/ASIC team to initiate the establishment of various entities, ASIC registrations, ASIC returns and documents

Desired Skills / Experience:

Minimum 5 years' experience in an administrative or client services role; accounting or financial services industry experience

• Advanced Microsoft Office skills
• Superior technology skills/knowledge, NetSuite experience is advantageous
• Highly developed written and verbal communication skills
• Time management skills and the ability to multitask
• Excellent administrative, organisational and system processes skills
• High attention to detail
• A high level of professionalism

Personal Attributes:

Ability to manage varying priorities & high-volume workload

• IT savvy particularly with Microsoft Office
• Excellent communication skills including the ability to communicate effectively by telephone, in writing and in person
• Confidentiality and capacity for sensitivity, tact and diplomacy
• Outcomes focussed, with the ability to work under pressure and meet deadlines
• Demonstrated ability to widely collaborate and co-ordinate to achieve goals
• Values driven with strong personal and organisation values
• Demonstrated ability to work autonomously, and to be proactive and persistent
• Strong attention to detail

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