About the Organization:
This friendly boutique firm is run by 2 Directors, experts in their field, who take pride in their Compliance & Advisory services and the team at the core of it all. They work with various long-standing clients with turnovers of up to $100 million!

Their Milton location is a perfect blend of being in the center of the excitement, while avoiding the busy traffic and offering free parking on site.

About the Role:
As a Client Services Administrator, your responsibilities will include:

• Acting as the first point of contact for all client interactions, both in person and over the phone
• Preparing client invoices, process payments and issue receipts
• Onboarding of new clients including preparation of ethical letters, engagement letters, and ATO agent nomination
• Maintain ASIC corporate registers using CAS360
• Maintain and update client information in Xero Practice Manager (XPM)
• Oversee ATO correspondence through ATOMate software

Experiences and skillset:

• At least 2 years experience in an office administration role (ideally in a public practice accounting or professional services firm)
• Proficient in Microsoft Office and experience with XPM a must
• Experience with CAS360, ATOMate & FYI Docs an advantage
• A proactive and flexible approach to supporting team and client needs
• Top notch written and verbal communication skills

To Apply:
Email your resume to Emma at [email protected]