Available Positions

Client Relationship Co-ordinator

Primary Goals:

To develop strong and trusted relationships with team members and clients through the provision of superior administration services
To work collaboratively with all team members to ensure an exceptional provision of service to clients
Identify opportunities and propose pro-active solutions that will create greater efficiencies and increase value to the business

Key areas of responsibility:

External

Returning client records
Dealing with client and ATO correspondence
Scheduling and changing appointments
Contacting clients for missing information and general enquiries
Advising clients of ABN & GST registration, PAYG instalment obligations, personal tax assessments, tax file numbers

Internal

Client additions & deletions
Typing of letters, reports & fee proposals
Monitoring of WIP, BAS lodgements and workflow including attendance at meetings
Drafting of monthly invoices for approval and issue
Preparation and organization of training sessions
Maintenance of office library
Filing
Reviewing & checking client source documents
Printing & binding finalized annual financial statements, taxation returns and other client reports
Completion of annual company returns
Attending to all ASIC matters including completion of forms
Systems writing & updating
Assistance with marketing tasks

Competency profile:

Responds positively and quickly to requests
Excellent written and verbal communication skills
Approaches all assignments with a high level of enthusiasm
Self-starting and shows initiative to manage multiple projects in an environment that is resource and time constrained with high demands for service quality, technical expertise and competitive cost
Capacity to make logical decisions based on information at hand
To develop strong and trusted relationships with team members and clients through the provision of superior administration services

To send us your resume, complete the following form: