Client Service Administrators – Accounting firms x 4

  • Two in Glen Iris and Malvern; Two in St Kilda Road
  • Close to public transport and off street parking
  • WFH an option after initial training
  • Salaries $60K to $80K

THE FIRMS x 4

Three well established firms with enviable reputations.  One growing dynamic and innovative firm.  All wanting the best for their clients.

Fostering a culture of professional growth and ongoing career progression. They encourage continuous development and relevant training and education opportunities for all staff.

Delivering comprehensive and boutique tax and accounting services to a broad range of clients.  This includes financial and lending solutions. Expertise includes Trusts, Partnerships, Companies, Joint Ventures, Individual Tax Returns, Complex Business Structures, and Self Managed Superannuation Funds.

THE ROLES x 4

Client Service Administrators;

  • Schedule client appointments, meeting room management and planning
  • Collate and present client reports and outgoing correspondence
  • Onboard clients
  • Maintain and update software systems with client information
  • Support accountants by assisting in the preparing of advice letters
  • Liaise with the ATO and ASIC
  • Co-ordinate workflow
  • Invoicing
  • Debtor collection
  • General administration
  • Reception relief

YOU

  • Have at least two years prior experience in an accounting or financial planning/advisory firm
  • Able to prioritise and manage multiple tasks
  • Highly organised with good time management skills
  • Tech savvy with experience in APS, MYOB AE, XERO and MS Office.
  • ATO portal experience
  • Highly developed communication skills
  • Know the importance of accuracy and attention to detail

BENEFITS

  • Annual reviews
  • Ongoing training and development
  • Friendly and sociable work environments
  • WFH
  • Parking

To apply for this role contact Elli Papadopoulos on (03) 9826 4133 or email elli@teamexec.com.au

To apply for this job email your details to elii@teamexec.com.au