Client Services Coordinator - Accounting - Business Services

Description:

Client Services Coordinator – Business Services Accounting Firm

Are you an organised and detail-oriented professional looking for your next challenge? Do you thrive in a fast-paced environment, supporting a team and ensuring everything runs smoothly? If so, we have an exciting opportunity for you!

We are a well-respected chartered accounting firm based in Richmond, seeking a full-time Client Services Coordinator to join our team. This role is perfect for someone with at least two years of experience who is confident, proactive, and ready to hit the ground running. You’ll play a vital role in supporting one of our Partners and assigned team while ensuring seamless administration and maintaining strong relationships with clients.

As a Client Services Coordinator, you will be responsible for:

Preparing and reviewing client letters and correspondenceOnboarding and setting up new clientsLiaising with clients, handling queries, and ensuring a high level of serviceMaintaining client company registers and internal documents, including ASIC requirementsManaging company changes and lodging necessary documentation with ASICReviewing ASIC annual reviews and ensuring complianceRegistering companies and trusts with NTAAManaging billing and invoicing processesPreparing and sending DocuSign packsLodging Income Tax ReturnsFollowing up on client queries and proactively providing supportPreparing reports and maintaining accurate recordsAnswering telephone calls and handling general administrative tasksAssisting and supporting partners and team members as requiredMentoring and guiding our Junior Client Services Coordinator

To be successful in this role, Candidates should possess the following attributes:

Previous experience in administration or a similar role within a professional services environmentConfidence and initiative to take ownership of tasks and support the team effectivelyStrong organisational skills with a keen eye for detailExcellent written and verbal communication skillsAbility to build and maintain strong relationships with clients A proactive and positive approach to workStrong proficiency in Microsoft Word and Excel

Desirable Experience in:

BGL CAS 360, ASIC Portal, ASIC Connect, ATO Portal, Xero Practice Manager, Virtual Cabinet, NTAA, and/or Constitute

Working with us you can expect:

Genuine engagement with the PartnersOngoing support and training Ongoing growth and development opportunities Opportunities to voluntarily join our HR, Social, Marketing, IT, and Internal Processes committees

Social & cultural benefits

Prime location in Richmond: experience the vibrant buzz of our city-fringe location, surrounded by an array of cafes, bars, restaurants and retail. State-of-the-art workspace : love where you work as you arrive at our brand-new, custom-designed office offering sweeping views, a fully stocked bar, numerous formal and informal meeting rooms, expansive kitchen, break-out areas and more. Luxurious ‘Industry Lanes’ building amenities: take advantage of onsite amenities including:

• End-of-trip facilities, with hotel-style change rooms boasting showers, fresh towels, hair dryers/straighteners, and free-to-use lockers.
• Bike storage room, featuring dozens of bike racks and tyre-pump station.
• On-site cafes, restaurant, indoor/outdoor garden, 1R Australia gym, co-working spaces, daycare and kindergarten facilities, and more.

Discounts & perks: enjoy countless discounts and perks, as well as mental, physical & wellness resources through our employee HR platform. Celebrating together: quarterly social events, team lunches & dinners, and Friday drinks!

If this position sounds like the right opportunity for you, we encourage you to apply now!