Client Services Coordinator

1 week ago

Dandenong, Victoria, Australia Ashfords Accountants & Advisory Pty Ltd Full time $60,000 - $90,000 per year

About us:

Ashfords is an energetic, passionate, flexible, diverse and progressive multidisciplinary firm with 7 business units, we are the largest independently owned firm in Melbourne's Southeast.

About the Role:

Due to our continual growth, we now require an additional full time Client Services Coordinator to join and support our amazing SMSF team.

We are seeking someone with public practice experience in a similar role with the desire to have an impact, continue to learn and grow along with the ability to demonstrate ownership of tasks and projects, attention to detail, excellent people skills and a customer service-centric mindset. In return, you will be well supported by your teammates and the broader Ashfords Business.

Duties include (but not limited to):

  • Drafting correspondence and engagement letters.
  • Assisting with client follow ups, lodgements, processing outgoing mail.
  • Helping the team with access to systems and job setups.
  • Assisting with reporting on performance metrics.
  • Monitoring of WIP and workflow.
  • Basic data entry including setting up electronic work paper.

Requirements:

  • Outstanding verbal and written communication alongside strong attention to detail
  • Customer service mindset
  • BGL accounting software experience would be highly regarded
  • Proficient in the use Microsoft Office Suite (particularly Excel, Power Point, and Word)
  • Great organisation and time management skills, with the ability to plan ahead

Why Join Us?

We proudly offer all the benefits and opportunities for growth you would expect in a global firm, with the added benefit of being a valued member of an entrepreneurial and growth-oriented team; focused on delivering "financial freedom and peace of mind" for our clients, our firm, and our people.

  • Fast-growing mid-sized accounting firm, with a diverse, inclusive and social work culture.
  • Flexible work arrangements
  • Social activities, and off-site team building days with a comprehensive range of wellbeing initiatives (including in-house corporate massages).
  • Active investment into your professional development with internal and external tailored training.
  • Financial incentives in addition to your salary

Applicants must have sufficient working rights for this role.

How to apply

For further information about the practice go to  or contact John Christou on for a confidential conversation.

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