Client Services Coordinator

POSITION QUALIFICATIONS:
Candidate must possess at least a Bachelor’s Degree, Post Graduate Diploma or Professional Degree
Must be willing to work Australian shift 7:00AM to 3:00PM

POSITION EXPERIENCE REQUIRED:
At least 3 years of working experience in the same field
Excellent English communication skills
Knowledge and experience in accounting-related tasks is an advantage
Proven experience in a professional office environment
Proven experience with a busy multi-line telephone system
Proven experience with office software such as Microsoft Office, GSuite (GDrive, Gmail)
Sound knowledge of general administration processes
Proven typing ability
Proven experience in accounts receivable or payable

POSITION EXPERIENCE DESIRED:
BPO Australian Client Experience an advantage
Experience using accounting systems including: Xero
Knowledge of and/or experience using:
MAC OS X, Wrike, WorkflowMax, Knowledge Shop, Now Infinity, Wrike, Slack, Practice Ignition, Account Kit
Workflow management – professional services
Experience using ATO Tax Agent Portal

POSITION RESPONSIBILITIES:
Provide support and administrative assistance to assigned Directors/Partners/Managers/Accountants including:
Maintaining client database including additions, deletions and changes as needed
Scheduling annual work to meet client needs and achieve efficient resource management
Following up with client on scope sign off and payment of any agreed upfront amount
Returning client records
Typing of letters and simple reports to clients
Filing of paper or electronic documents
Dealing with client tax office correspondence, including forwarding as required
Making and changing appointments (meetings and calls) with clients, prospects and others
Fee preparation
Preparing checklist of information
Reviewing and checking client documents
Contacting clients for any missing information
Logging of each job on the electronic and visual workflow system
Collating and preparing work papers
Preparing the first draft of a job budget
Monitoring of WIP
Lodgments
Monitoring workflow
Advising clients of tax registration requirements
Advising on income tax assessments
Completing family trust minutes
Printing and binding of finalised documents
Preparing final invoices when work completed
Incorporating of companies
Attending all corporate secretarial matters including forms
Monitoring tax due dates
Reviewing and chasing accounts receivable
Systems writing and updating
Assisting with marketing and event management