Customer Services Administrator
2 weeks ago
We are currently seeking a motivated and detail-oriented Client Services Administrator to join our team and play a key role in supporting our client services operations. Relevant expense in an Australian accounting firm is a mandatory pre-requisite to applying for this role.
Key Responsibilities:
Manage client document e-signing packs (tax, financials, ASIC), including preparation of cover letters and final packs.
Draft emails to clients, addressing queries and communicating with the ATO for remissions.
Update CRM data in XPM and other tools to ensure accurate client information.
Handle corporate compliance tasks such as downloading and sending annual company statements.
Provide general office support, assisting both clients and employees with their needs.
Upload documents to our document management system for efficient organisation and accessibility.
Prepare basic ASIC documents (e.g., change of company details) to support corporate filings.
Maintain well-organised files and records to facilitate efficient document retrieval.
Assist in the preparation of Group Structure Diagrams to illustrate complex corporate structures.
Keep databases up to date with current and accurate information.
Interact with clients via email, providing professional and timely responses to inquiries.
Prepare various documents and correspondence to support accounting operations.
Assist accountants with client follow-up reminders to ensure deadlines are met.
Prepare reports for management to support decision-making processes.
Undertake other ad hoc administrative tasks as required to support the team.
About You:
We are looking for a dedicated individual who possesses the following qualifications and attributes:
Experience working in a similar role in an Australian accounting firm is mandatory.
Proactive, self-motivated, and highly organised with a strong sense of initiative is mandatory.
Exceptional attention to detail and organisational skills to manage complex tasks accurately is mandatory.
Proficiency in Microsoft Word, Excel, and Outlook to effectively manage documents and communications.
Strong written English communication skills with a keen attention to detail.
Ability to work efficiently and meet deadlines in a fast-paced environment.
High standard of personal presentation and professionalism.
Willingness to learn quickly, show initiative, and actively contribute as a positive team player.
Positive and enthusiastic attitude, with a self-motivated approach to achieving goals.
Highest standards of ethics, confidentiality, and professionalism in all aspects of work.
Excellent time management skills and ability to prioritise tasks effectively.
Eagerness to grow and develop new skills to advance your career.
Why Join Us:
At National Accounts, we offer a supportive and collaborative work environment where your contributions are valued. You will have the opportunity to grow professionally and develop your skills while working alongside experienced professionals in the accounting industry.
Before you Apply:
Make sure to include answers to the following as part of your application:
Years of experience working in a similar Administration role with an Australian accounting firm
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