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AU Client Services Coordinator
4 weeks ago
Overview
NAIS CORP Pasig, National Capital Region, Philippines
Client Services Coordinator will be the first point of contact for our clients, providing professional, friendly, and efficient support to both our team and the people we serve. You’ll manage the day-to-day administration of the practice, assist with client onboarding, support workflow management, and ensure our office systems are organized and effective.
Job Qualifications- Previous experience in an administrative role (accounting or professional services preferred).
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Experience with Xero Practice Manager and/or Suite Files (highly regarded, but not essential – training provided).
- Understanding of ASIC (Now Infinity) and ATO compliance processes will be advantageous.
- Has strong attention to detail and prides themselves on accuracy.
- Communicates clearly and confidently (both written and verbal).
- Is proactive, organized, and able to manage competing priorities.
- Brings a warm, approachable, and professional demeanor.
- Is comfortable learning and using cloud-based software.
- Manage client enquiries and direct them to the right team member.
- Assist with client onboarding, documentation, and compliance requirements.
- Maintain client records and files using Xero Practice Manager, SuiteFiles, and other cloud-based systems.
- Prepare and format correspondence, reports, and documents.
- Coordinate appointment scheduling and manage the practice calendar.
- Support the team with lodgement deadlines and ASIC compliance administration.
- Assist with accounts payable/receivable administration and invoice preparation.
- Preparing and following up client documentation (e.g. tax returns, BAS, declarations).
- Liaise with banks, insurance providers, brokers, and super funds to request client information, as well as other accountants and financial advisers.
- Drafting of official letters.
- Entry level
- Full-time
- Business Development and Sales
- Industries: Outsourcing and Offshoring Consulting
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