About the Firm:
Our client is a well-established boutique accounting and wealth advisory firm who are based in the inner western suburbs. Renowned for their client focussed approach and high calibre client base, the firm provides a tailored approach to tax, compliance and financial planning. They pride themselves on providing quality service with an innovative approach to build long term relationships. Due to continued growth and success, they are looking for an experienced Client Service Administrator to join the team.

About the Role:
The focus of this role will be to build strong client relationships and be the primary point of contact on behalf of professional staff. You will ensure all client needs and requests are met efficiently and effectively. Your duties will include:

Providing administrative support to the Accountants.
Scheduling of appointments.
Preparation and collation of documents to be sent to clients.
Invoicing.
Management of workflow and lodgements.
Maintain database.
Liaise with the ATO and ASIC.
Onboarding of new clients.
Maintaining client database
Undertake adhoc administration duties as required.
Opportunity to undertake bookkeeping duties.

About You:
Ideally you will have at least 3 years’ experience working in a public practice accounting firm. You will also possess the following:

Excellent communication skills, both verbal & written.
Experience using Xero would be well regarded.
Ability to work under pressure and to strict deadlines.
Exceptional client service skills with a proven ability to build strong relationships.
Ability to work as part of a team but also have the ability to take ownership of your role.

Benefits:

Supportive team environment, work with a close knit team that will truly value you and your skill set.
Enjoy work-life balance.
Work in relaxed yet professional environment within a stunning office space.
Avoid the daily city commute - perfect location for anyone based in the western suburbs.
Opportunity to own your role and also learn bookkeeping skills.

If this opportunity interests you, please APPLY NOW or contact me for a confidential discussion:

Email: karrie@bentleyrecruitment.com.au
Phone: 0416 253 614 or (07) 3229 8020
Linkedin: www.linkedin.com/in/karrie-harte

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs