An outstanding opportunity exists for an experienced bookkeeper or administrator to join top boutique/mid sized accounting and advisory firm in Melbourne.

Working with the best team and within an enviable work place environment, this role is integral to the business and is primarily responsible for, but not limited to, bookkeeping, general administration and high level client service to the firms predominantly high net worth clientele.

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Client Service Administrator for Accounting Firm

Bee Group Accountants

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Oxenford, Gold Coast QLD

Administrative Assistants (Administration & Office Support)

Full time

$70,000 – $85,000 per year

Posted 28d ago

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About the role

We have an opportunity for an enthusiastic and motivated person to join us as full time as a Client Services Administrator/Manager (CSM). As the CSM you will pay an essential role in ensuring an exceptional client experience and smooth running of the firm's day to day operations.

You will work directly within the Accounting team and will be responsible for providing administration support as part of the overall service provided by the firm to its clients and our team.

What you'll be doing

Administration matters, including answering incoming enquiries, receiving client records, producing client letters and producing reports.

Act as the point of contact for ATO related matters including registrations, cancellations, portal issues and assessment queries

Assisting with updating of our client database systems.

Liaising with ASIC and other government agencies and external stakeholders regarding client matters.

Overwatch of ASIC and ATO Correspondence (downloaded and distributed by our administration team)

Establishment of new entities (companies, trusts, SMSF’s) using Now Infinity & ABR

Collating & lodgement of annual accounts and tax returns.

Assisting with the end of month process.

Drafting, sending, and following up client invoices.

Provide general administrative support to the accounting team as required

What we're looking for

Significant experience in a client service or administrative role, and/or bookkeeping, preferably within an accounting or professional services environment.

The ability to handle confidential and sensitive information with discretion.

Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Highly organised and detail-oriented, with the capacity to multitask and prioritise effectively.

A high level of computer literacy across accounting systems including (Office365, Xero, Quickbooks, Tax Portal etc).

A commitment to providing exceptional customer service and a genuine interest in the financial planning industry.

Flexibility and a willingness to adapt to the changing needs of the business.

An approachable work style and a willingness to take on challenges in support of team goals.

What's in it for you?

In turn, you will be working with a highly respected and progressive business housing one of the BEST teams that not only work cohesively in a professional setting but also have fun. This is a long established and highly regarded firm that will offer long term stability and future opportunity.

Offering a sensational culture, work-life balance and hybrid flexibility, the environment is top shelf and the right person will not only meet the above criteria, but have the desire to grow with us long term.

If you think this sounds like you, please send your application to Kim Eveleigh at [email protected] or contact Kim for further information on 0405990045.

Salary commensurate with experience - circa $70-95k + super. Top location. Immediate start available.