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Client Service Officer

2 weeks ago

Sunshine Coast, Australia Sunny Coast Accountants Full time $60,000 - $90,000 per year

About Us

We are a modern innovative accounting firm that pride ourselves on partnering with our clients as business advisors. We are looking for an Administrative super star to join our fantastic team as a client experience manager.

As an employer, we are focused on providing an enjoyable work environment where success is celebrated, ideas are encouraged, and work life balance is offered.

Who are we looking for?

We are looking for someone to fit into our team and ethos, with a sense of humour, who will enjoy our relaxed, yet productive work environment.

You will have the following skills:

  • Exemplary administration and communication skills
  • A personality which is friendly, bubbly and highly approachable
  • Experience gained in a professional services environment
  • Excellent time management and organisational skills with the ability to adapt in high pressure situations
  • Ability to liaise comfortably and clearly with clients and colleagues
  • Ability to work well within a team environment and autonomously
  • High level of integrity, with the ability to safeguard private and confidential information

This is a diverse role where you will be dealing directly with clients, partners, and accountants within our team. The role would suit an all rounder, who is happy to take on a mix of responsibilities.

Reporting to the Directors, this role will be part Client Experience Manager and part Executive Assistant. Your role will include:

  • Assisting the Accounting team with administration tasks, including liaising with the ATO and collating year end annual packages
  • Assisting with the preparation of client proposals and providing a fabulous onboarding experience for new clients
  • Providing support to Partners/Accounting team to facilitate the day to day administration functions, to enable them to free up time to focus on helping clients achieve their goals
  • Reception related activities, providing customer service over the phone to clients and potential clients, including welcoming clients.
  • Direct client contact for organising meetings and arranging appointments and diary management
  • Providing high level administrative and secretarial support, to existing team members
  • Document management, creation, scanning and filing
  • Maintaining a client relationship management system and electronic document management system

To be successful you must have a proven administration background, preferably in the professional services sector or public practice accounting. In addition, you must have a professional manner, brilliant communication, and charming interpersonal skills. The most important criterion is your ability to multi-task in a fast paced environment.

What do we offer?

A culture that encourages a healthy work-life balance with the opportunity to work as part of a supportive and professional team.

Often holding company events such as Melbourne Cup day (at the races), End of Financial Year functions, Christmas parties & of course Birthday cake

To apply email your information to:

Please include your resume and cover letter.