Brennan Sloan is a successful boutique Accounting and Business Services company that specialises in business advisory, SMSFs, wealth creation and risk management. Our main office is located in North Perth with a satellite office in South Perth.

The Role

The Client Service Coordinator is primarily responsible for providing a broad range of service to support the Accountants within their team as well as providing a high quality service to clients.

Duties and Responsibilities

Customer service and administration

Preparation and distribution of client engagement letters

Maintaining client information in XPM and other systems

Scheduling and booking client meetings

Raising of invoices to clients

Processing of ASIC Annual Returns

Managing ELD's and lodgement of tax returns

Processing corporate secretarial changes and updates

General office administration such as scanning, filing etc.

Skills and Experience

Experience in a Client Services Coordinator role within an Accounting Practice

Excellent verbal and written communication skills

Ability to work effectively and collaboratively in a team

Possess a positive attitude and pleasant demeanour

Hard-working and committed to the role and the organisation

Desire to provide quality client service and support

Attention to detail and time management skills

High level of integrity and regard for confidentiality

Professional presentation

Life at Brennan Sloan

· Opportunities for progression

· Learning and Development

· Casual Fridays

· Fortnightly social drinks

Applicants must be Australian Citizens or Permanent Residents.

If you believe you meet the above criteria, please forward your resume together with a cover letter to [email protected]

Only shortlisted candidates will be contacted.