Our client based in the Ashmore area is a successful boutique accounting firm. Due to growth, they are now seeking an experienced Client Services Officer (CSO) /Administrator to join the team in a full time permanent role. On offer for you:Full time Monday to FridayCompetitive salary offeredBoutique firm where you are valued as part of the teamSupport from your colleagues to transition into the roleYour role will form part of the administration team and support the day to day functions of the firm including:Client Service – Taking calls and email enquiries, scheduling appointments, managing reception, data collection, liaising with clients regarding their fileAccounting related – Liaising with the ATO, setting up structures for clients, processing applications, attending to lodgements, process ASIC correspondenceAdministration – Data entry, creating new client files, document management scanning, archiving, mail and email management, petty cash, data backups, ordering suppliesMarketing - General marketing activities including updating the website, monthly newsletters, social media posts, client events, follow up leadsFinance – Receipting payments, Trust account refunds, bank and card reconciliations, end of month, debtor management, accounts payable and supplier managementWe are seeking a professional candidate that meets the following criteria:At least 12 months' recent experience in a similar role and work environmentDemonstrated client service experienceBasic accounting / tax knowledge would be idealExcellent administrative skill with highly accurate data entry, spelling and grammatical skillsExperience using Xero/Workflow Max idealProven experience with Microsoft Word, Excel, OutlookStrong and professional written and verbal communication skills to interact with clientsGood organisational, time management and multi-tasking skills to meet deadlines and perform under pressureTeam focused as well as being able to work autonomously 50000 AUD Australia - QLD Gold Coast Ashmore 4214
Job Opportunity | Client Services Officer / Administration - Accounting Firm | New Point Recruitment

Client Services Officer / Administration - Accounting Firm

Our client based in the Ashmore area is a successful boutique accounting firm. Due to growth, they are now seeking an experienced Client Services Officer (CSO) /Administrator to join the team in a full time permanent role. 

On offer for you:

  • Full time Monday to Friday
  • Competitive salary offered
  • Boutique firm where you are valued as part of the team
  • Support from your colleagues to transition into the role

Your role will form part of the administration team and support the day to day functions of the firm including:

  • Client Service – Taking calls and email enquiries, scheduling appointments, managing reception, data collection, liaising with clients regarding their file
  • Accounting related – Liaising with the ATO, setting up structures for clients, processing applications, attending to lodgements, process ASIC correspondence
  • Administration – Data entry, creating new client files, document management scanning, archiving, mail and email management, petty cash, data backups, ordering supplies
  • Marketing - General marketing activities including updating the website, monthly newsletters, social media posts, client events, follow up leads
  • Finance – Receipting payments, Trust account refunds, bank and card reconciliations, end of month, debtor management, accounts payable and supplier management

We are seeking a professional candidate that meets the following criteria:

  • At least 12 months' recent experience in a similar role and work environment
  • Demonstrated client service experience
  • Basic accounting / tax knowledge would be ideal
  • Excellent administrative skill with highly accurate data entry, spelling and grammatical skills
  • Experience using Xero/Workflow Max ideal
  • Proven experience with Microsoft Word, Excel, Outlook
  • Strong and professional written and verbal communication skills to interact with clients
  • Good organisational, time management and multi-tasking skills to meet deadlines and perform under pressure
  • Team focused as well as being able to work autonomously