Client Services Administrator

About Us

Supervision Group has a 20+ year history. We are a progressive, diversified financial services business. We are a modern practice with a dynamic team. Our vision is to empower our clients to make informed decisions achieve excellent results and to ultimately live their dreams. The company has utilised technology and assembled an awesome team to create efficiencies and deliver awesome services. The business aspires to continuous improvement to deliver best practice Accounting, Bookkeeping, Business Advisory, Virtual CFO, SMSF and Wealth creation solutions for clients. The company is enjoying significant growth and therefore we are currently seeking to employ an energetic, proactive new team member to join our administration team.

About our team

Our team are our best asset. It is our amazing team that enable the company to deliver exceptional value to our clients. We have teams located in Perth, interstate and multiple offshore locations.

Empowering our team and our clients is in the essence of our vision and culture. We focus on helping our team to learn and grow and to develop their careers and become the best version of themselves.

About the role

Join Supervision Group as a Client Service Officer based in our South Perth, WA office. In this full-time role, you will be responsible for providing exceptional administrative and office support to assist in the smooth running of our operations.

What you'll be doing

• Reception duties
• Liaising with clients
• Mail duties - incoming and outgoing
• Scanning
• Data Entry
• Collation and sending documents for electronic signing
• Liaising with the ATO and use of ATO portal
• Generating of clients and updates to client info in Xero and Xero Practice Manager
• Sending tax returns for signatures to clients
• Lodging tax returns
• Handling of ATO correspondence such as NOA's, payment slips, and payment plans via ATO Smart Docs platform
• Use of email, MS Teams and phone correspondence
• Generating and responding to ethical letters
• Follow up on outstanding invoices and signatures
• Onboarding new clients and gathering the relevant information required to complete their engagement
• Now Infinity ASIC Management: Generating and lodging relevant client forms. Assisting in entity set ups & windups.

What we're looking for

• Proven experience in office administrative role
• Excellent communication and interpersonal skills, with a customer-focused approach
• Strong organisational and time management abilities, with the capacity to multi-task
• Proficient in using Microsoft Office suite and other office software
• Ability to work independently and as part of a team
• Adaptability and a proactive problem-solving mindset

What we offer

At Supervision Group, we are committed to providing a supportive and enriching work environment. You'll have access to ongoing training and development opportunities, a competitive salary, and a range of employee benefits, including flexible work arrangements and a collaborative team culture.

• Well located with free parking and convenient public transport;
• Committed and friendly team;
• Vibrant social culture with monthly Friday drinks, quarterly social events and more.
• Training and support.

Skills and experience

The Ideal Candidate:

• 2 years' minimum experience in client service administration within an accounting practice;
• Social and outgoing nature who has a team player mentality;
• The ability to join in, and add to, the positive culture of our practice;
• You will be reliable, hands-on and energetic about your role;
• High attention to detail;
• Ability to prioritise and strong time management skills;
• Proficient in Microsoft Office Suite;
• Strong administration skills;
• Experience using accounting systems including:
• Xero Practice Manager (XPM);
• Xero and MYOB;
• Experience with Practice Ignition to prepare proposals and engagements;
• Electronic document management systems;
• Electronic digital signing platforms;
• Be familiar with ASIC portal, forms and requirements;
• Be familiar with the ATO;
• Have exceptional customer service skills and a positive "can do attitude";
• Have excellent presentation and communication skills;
• Experience in using collaboration applications would be advantageous;

To apply please forward your resume via Seek and answer the questions requested.