Client Service Coordinator (Accounting Firm)

WSC Group; Sydney; On-site; AUD 55,000 - 75,000; Full time

Job summary

WSC Group's Sydney CBD Team is seeking a Client Service Coordinator to join our Accounting and Administrative Team, providing supportive, professional services to our clients.

Duties include answering calls and directing messages, preparing engagement letters and proposals, invoicing, new client setup, arranging client meetings, accounts receivable, supplying documents to third parties, lodging tax returns with the ATO, ASIC company secretarial tasks and database maintenance.

Qualifications

• Strong written and oral communication skills.
• Advanced Microsoft Office skills.
• Organisational and time-management ability with multi-tasking.
• Ability to work autonomously and be self-motivated.
• Enjoy working as part of a team.
• Extensive on-the-job training will be provided.

Responsibilities

• Answer telephone calls and forward messages promptly.
• Prepare engagement letters, scope of services, and client proposals.
• Prepare invoices and manage accounts receivable.
• New client administration and data entry.
• Arrange client meetings for Client Managers.
• Lodge tax returns with the ATO; perform ASIC secretarial tasks.
• Maintain client databases and supply documents to third parties.

Skills

Communication skills

Microsoft Office

Organisational skills

Time management

Autonomy

Team player

On-the-job training

Tools

Microsoft Office Suite

Job description

Varied role with scope for career progression

An exciting and rewarding position exists within the Sydney CBD Team of our growing National Accounting, Business, and Financial Services firm for a Client Service Coordinator to join our team to support our Accounting and Administrative Team in providing services to our clients.

Our office hours are 8:45am to 5:15pm Monday to Friday (with 1-hour lunch break) based out of our Sydney CBD office.

The Role

In this role, your duties will include:

• Answer telephone calls including directing calls appropriately including taking accurate messages and forwarding same in a timely manner;
• Preparation of engagement letters, scope of services, and client proposals;
• Preparation of invoices;
• New client administration;
• Arranging client meetings for Client Managers;
• Accounts receivable functions;
• Prepare and supply documentation to third parties when requested by clients;
• Lodgement of tax returns with the ATO;
• ASIC Company Secretarial tasks; and
• Database maintenance.

On the job training will be provided for the above-mentioned tasks.

We are looking for an enthusiastic and driven Client Service Coordinator who is areliable, motivated, and well-presented individual who has a mature and proactive approach to work.

The Firm

WSC Group's areas of expertise include:

• Personal Tax & Property Tax Advice
• Business Advisory Services
• Corporate Secretarial Services
• Superannuation
• Tax Consulting

Our business has a fantastic team-based, entrepreneurial, and client-service-centered culture because we believe our approach to clients' accounting and financial needs should be as unique as they are. By understanding how our clients conduct their business we can offer straightforward advice and guidance.

Our vision is to be regarded by our clients, our competitors, and our staff as being a firm of excellence in the accounting profession. Every day we inspire our clients and staff to achieve greater success, wealth, financial security, and work/life balance that without WSC Group would not be obtainable.

Your Skills

The successful applicant will need to have:

• Strong written and oral communication skills
• Advanced Microsoft Office skills
• Strong organisational and timemanagement skills with the ability to multi-task
• Ability to work autonomously and be self-motivated
• Enjoy working as part of a team
• Extensive on-the-job training will be provided.

The ability to operate in a fast-paced environment, a proactive nature, and a passion for providing superior client service are essential attributes of the successful candidate. Our firm is growing, and we are after an ambitious Client Service Coordinator who wants to grow with our practice. We have a great work environment and a strong emphasis on working with our staff to develop their professional skills and align their success with our own.

Please note that only short-listed candidates will be contacted.