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Client Service Administrator

  • Exciting role combining administration, client service and support
  • Friendly, vibrant, nurturing culture!
  • January 2021 commencement
  • Great location in East Hawthorn (currently work from home)

The Role

We have a fantastic opportunity for an experienced Client Services Administrator to manage the client service and administrative workflow requirements of our Superannuation & Investment team

Our Superannuation & Investment team is a part of our Business Advisory Services team.  You will work alongside one other CSA.

In this busy, varied role, you will be responsible for:

  • Assisting the Team with Workflow Management;
  • Ensuring excellent client service, communication and that work is completed within expected timeframes;
  • Managing client administrative tasks on a day to day basis
  • Liaising between accountants, financial planning and administrative staff;
  • Undertaking ATO and ASIC duties;
  • Working with accounting staff to minimise their administrative tasks;
  • Administering Fees and billings;
  • Providing the wider Admin team with support as required.

To be successful / considered you will have the following traits and skills:

  • Energetic, friendly and outgoing nature;
  • Attention to detail;
  • Ability to work collaboratively as part of a team;
  • The ability to multitask;
  • Experience within an Australian public practice accounting firm will be highly regarded
  • Experience providing direct support to a team of accountants

Technology:

Experience with the following is desirable:

  • Office 365
  • AE Practice Manager / AE Document Manager / AE Tax / AE
  • Corporate Compliance
  • ATO Portal
  • Scoro
  • Ability to assist with Teams and Zoom meetings

Benefits:

As well as a great culture and working environment, other benefits include:

  • Social Club and regular social events;
  • Ongoing training;
  • Sit to Stand desks
  • In-house yoga
  • Health and well-being program including subsidised gym memberships; and
  • Career advancement opportunities.

If this role sounds like you, we’d love to hear from you!

To apply:

Please forward a a cover letter and resume to Kate Cain, Human Resources Advisor.

The successful applicant will be required to undergo a criminal record check.