Client Service Administrator

2 days ago

Perth, Western Australia Quantum Accounting and Advisory Pty Ltd Full time $70,000 - $120,000 per year

About the role

We are seeking a dedicated and experienced Client Service Administrator/EA to join the dynamic team at Quantum Accounting and Advisory Pty Ltd. This full-time or part-time role is based in our Osborne Park, WA office and will provide vital administrative and executive support to our respected accountants.

What you'll be doing

  • Providing a high level of customer service and administrative support to our valued clients
  • Handling all incoming calls and enquiries in a professional and efficient manner
  • Maintaining detailed client records and databases
  • Organising and coordinating client meetings and events
  • Assisting with the preparation of client reports and presentations
  • Performing general office administration duties as required

What we're looking for

  • Proven experience in a client service or executive assistant role, ideally within a professional services environment
  • Excellent communication and interpersonal skills with the ability to liaise confidently with clients and colleagues
  • Strong organisational and time management skills with a keen eye for detail
  • Proficiency in using Microsoft Office suite, including Word, Excel and PowerPoint
  • Adaptability and the ability to work independently as well as part of a team
  • A friendly, professional and discreet demeanour

Your day-to-day responsibilities will include:

  • Maintaining our client data, printing reports and raising invoice through Xero XPM and FYI Document Management.
  • Maintaining the team workflow schedule through FYI and Xero XPM
  • Maintaining an Accountant's Trust Account on Handi Trust - Experience beneficial but not mandatory.
  • Assisting with data collection from clients
  • Liaising with the external accountants and maintaining their workflow
  • Printing reports and maintaining superfunds data in SF360
  • Liaising with the auditor in all aspects
  • Collation of client information and sending via FYI secure portal or post
  • Printing reports and maintaining Corporate Compliance as a registered ASIC agent on CAS360
  • Attend to lodgement of various ATO obligations
  • Dealing with the ATO in all aspects to assist our clients and accountants
  • Apply for new ABN/TFN/GST and update the ABR Records as required
  • Responsible for ATOmate document control and daily mail
  • Maintain team diary via Outlook, prepare team meeting minutes and reports
  • Ad-Hoc administration duties as requested to assist the team workflow
  • Reception cover
  • Ad-Hoc administration duties as requested to maintain a smooth flowing office

What we offer

  • Competitive part-time salary with opportunities for career progression
  • Flexible work arrangements to support a healthy work-life balance
  • Ongoing training and development to enhance your skills
  • A collaborative and supportive team environment

About us

Quantum Accounting and Advisory Pty Ltd is a professional services firm providing a comprehensive range of accounting, tax, and business advisory services to individuals and businesses across Perth. With a strong focus on client satisfaction and a commitment to excellence, we pride ourselves on our expert team of qualified professionals and our reputation for delivering tailored solutions to meet our clients' unique needs.

If you are an experienced Client Service Administrator/EA looking to join a dynamic and supportive team, we encourage you to apply now.

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