Client Excellence Coordinator – Newcastle NSW

- Newcastle NSW
- Full-time
- Salary: $40,000.00 to $60,000.00 /year
- Dynamic Full-time position
- Client Service focus
- Varied role
About the Company
Our client, a top boutique accounting practice currently have an exciting opportunity for a Client Excellence Coordinator to join their firm.
About the Role
The Client Excellence Coordinator is a key position, being the point of contact for the firm with its clients by developing and maintaining relationships. The successful candidate will be engaged in a full-time role to meet the business’ needs by attending to client service and administrative requirements.
Responsibilities
Provide support and administrative assistance to assigned Partners/Managers & Accountants including:
- Maintaining client database, reviewing and checking client documents
- Scheduling work to meet client needs and achieve efficient resource management
- Typing letters & reports, collating & preparing work papers, lodgements & filing paper/electronic documents
- Advising clients of income tax assessments and tax registration requirements
- Dealing with client tax office correspondence
- Making and changing appointments with clients, prospects and others
- Preparing final invoices, completing family trust minutes, and incorporating of companies
- Monitoring workflow and Work in Progress, logging each job into the electronic workflow system
- Attending all corporate secretarial matters including minute taking and forms
- Contacting clients for missing information and monitoring tax due dates and advising clients
- Fee preparation and following up with client on scope sign off and payment
- Reviewing and chasing accounts receivable
Competencies
- Display a reasonable knowledge and understanding of a professional office environment
- Demonstrated intent in pursuit of following an administrative career with genuine interest in business
- Confident enough to develop client relationships and build rapport with staff, business partners & clients
- Displays each of the following attributes- excellent work ethic / dedication / punctual / initiative / personality / proactive / attention to detail / organised / self-motivated
Experience Required
To be considered for the Client Excellence Coordinator position, you will possess the following:
- Business Administration qualifications
- Proven experience in a professional office environment. Accounting and Taxation desired
- Proven experience with a busy multi-line telephone system
- Proven experience with office software such as Microsoft Office, Sage/Handi
- Excellent written as well as verbal communication skills and interpersonal abilities
- Highly organised and the ability to handle a workload to meet deadlines
- Strong knowledge of general administration processes, with proven experience in AR & AP
- Excellent attention to detail
- Experience using accounting systems- (Xero/MYOB etc)
- Workflow management- professional services
A great chance to join a dynamic accounting firm which is focused on providing excellent client service
To apply email your cover letter & resume with references
Job Features
Job Category | Administrative |