Are you ready to be the welcoming face of a trusted Grovedale-based accounting firm with over 30 years of excellence?
Our client has been the trusted adviser to a wide variety of clients for over 30 years. Their success has been built on building long-standing client relationships through excellent service and advice to small and medium enterprises, as well as individuals.
Due to expansion, they are seeking a Client Services Officer to join their team, who enjoys being the first point of contact for clients. This is a full-time role, 8.30am – 5.00pm, Monday to Friday.
What’s on Offer:
- The Care Factor: as the first impression for the business, your role is important and valued by your employer, colleagues, and clients.
- Work-Life Balance: the opportunity to work close to home with no overtime expectations.
- Career Progression: an opportunity to grow within the role with all training provided within work hours.
- Culture: the team is dynamic, driven, and fun.
About the Role:
Reporting to the Director, key responsibilities of the role will include:
- Workflow Management: Collate client lists to determine workflow for accountants and allocate client work across the year to ensure balanced workloads and timely completion.
- Client Communication: Contact clients in readiness for their work to be completed, including scheduling appointments and requesting necessary data. Maintain regular communication with clients to ensure their needs are met and any issues are promptly addressed.
- Job Management: Allocate work via the job management system to the appropriate team members. Monitor the progress of assigned tasks and ensure deadlines are met.
- Document Coordination: Collate completed work and coordinate client signatures. Ensure all documentation is accurately prepared and filed.
- Liaison with Australian Taxation Office (ATO): Communicate with the ATO on behalf of clients and the firm. Manage and resolve any issues or queries related to tax matters.
- Administrative Support: Assist with the management of the directors’ emails, calendar, and general scheduling.
- Office Management: Manage office-wide inboxes, perform reception duties, handle client invoicing, manage the client database, onboard new clients, and coordinate the establishment of new companies and trusts.
About You:
They are seeking a passionate individual who excels at delivering an exceptional front-of-house experience for all clients.
What We’re Looking For:
- Team Player: You have a can-do attitude, a confident outlook, and are solutions-focused.
- Autonomous Worker: You can work well independently while also contributing effectively within a team.
- Excellent Communicator: You possess outstanding communication skills and maintain a positive outlook in everything you do.
- Client-Focused: You enjoy interacting with clients and have a high-level working knowledge of Microsoft Office products.
- Experience: Minimum of 2 years in a similar role within an accounting practice.
- Professionalism: High level of professionalism with excellent interpersonal and communication skills.
- Customer Service: Outstanding customer service skills.
- Learning Attitude: Open-minded with a willingness to learn.
- Positive Outlook: A positive, solutions-based attitude.
- Time Management: Excellent time management skills.
- Technical Proficiency: Proficiency in Microsoft 365 suite. Experience with Xero and FYI Docs is advantageous.
If this sounds like you and you are as excited as they are by this opportunity, then they would love to hear from you!
