Client Services Administrator

Technologically Progressive Accounting/Tax/FP Firm, in Melbourne & Brisbane

Currently located in Southbank, Melbourne

Strong Team Culture, Unique & Awesome Perks

Attractive $ remuneration to match skills and experience

4orward is a dynamic and technologically progressive professional services firm providing comprehensive accounting, SMSF, financial planning and commercial consulting to a broad range of clients. We have a strong reputation for staying ahead of the knowledge and technology curve to ensure clients have access to the best commercial and compliance advice.

The Team

4orward provides staff the opportunity to work with senior leaders in their respective fields and access to cutting edge technology. The development and application of IT solutions a large part of what we do at 4orward, which is reflected by senior team members knowledge, and their mentoring of the junior and intermediate staff.

The Culture & Perks

The team works in a modern and expanding office environment, providing challenging assignments, new technologies, ongoing learning opportunities and great support. Fast tracked career progression is available for motivated employees, as well as continuing Professional Development, Education and Leadership Programs.

4orward employees enjoy onsite private gym, infrared sauna, games room, monthly onsite haircuts, access to the Brisbane office, team building events, Friday night drinks, and office fruit & snacks. Currently located in Southbank, public transport is easily accessible and plentiful onsite bike and scooter parking, showers, and dressing rooms available.

The Role

The Accounting & Taxation Services division is currently enjoying a period of sustained growth, and we are looking for a highly motivated Client Services Administrator with strong customer service skills

As a Client Services Administrator you will:

Support our Accounting and Financial Planning Professionals

Support and work within the Operations Team

Provide excellent customer service to our clients

Manage assigned jobs and client relationships effectively

Liaise with other third parties on clients’ behalf as/where needed

Work efficiently to achieve targets

Assist on projects and ad hoc duties as requested by the Directors or Managers

Be motivated, client focused, with strong communication skills and a willingness to learn

Thrive on achieving personal goals as well as contributing to the team goals

Main responsibilities include:

Liaising with clients via email and telephone

Liaison with the ATO and other such regulatory bodies

Booking face to face & phone meetings with clients

Answering incoming calls

Maintenance of client database and client files

Correspondence and administration

Administration of internal systems

Assistance with development of practice systems and processes

General administrative support to practice partners and professional staff

The Candidate

The ideal candidate needs to be self-motivated; client focused and able to work well in a team environment.

Excellent customer service skills

Confident communicator by telephone

Proficient in Microsoft Office 365

Meticulous eye for detail

Enthusiasm, energy, and professional presentation

Highly organised and structured, with the ability to multitask

Previous experience in customer service and/or a professional services environment - ideally private practice

Strong English language skills (written and verbal)

Resilient, agreeable, hard-working, and willing to go above and beyond.

Commercial and business minded.

Ability to learn new technology, processes & systems quickly.

Enjoys working in a progressive and changing professional environment.

PR or Australian Citizenship

If you flourish in a fast-paced, stimulating working environment - apply now by attaching your application letter & CV. Visit www.4orward.com for more details about us!

Only short-listed candidates who meet the selection criteria will be contacted for an initial phone interview.