Client Service Officer - Accounting

Candor Recruitment; North Sydney; Vor Ort; AUD 45.000 - 60.000; Vollzeit

Zusammenfassung

Candor Recruitment is seeking a friendly Front of House Receptionist for our Greenwich-based client, an accounting and financial planning firm. You will be the warm first point of contact for clients and visitors, handling admin, reception duties and inbox management.

This role offers a collaborative environment with flexible part-time hours for the right candidate, and opportunities to support accounting and marketing tasks while maintaining client records and appointment schedules.

Qualifikationen

• Experience in a public practice accounting firm or financial services
• Ability to delegate tasks and monitor progress to ensure deliverables are met
• Accounting software experience highly regarded
• Strong values and ethics aligned with company values
• Must be Australian citizen to apply

Aufgaben

• Manage the admin, reception, accounting support and marketing email inbox
• Scanning, filing and returning of client documentation
• Distribution and following up of invoices
• Adding, removing and maintaining client details on databases
• Managing client appointment schedules
• Meeting rooms maintenance
• Collecting, scanning and distribution of physical mail
• Downloading and distributing Centrelink, ASIC and ATO electronic correspondence
• Ordering office and catering supplies

Kenntnisse

Reception/Administration

Client facing

Australian citizen

Tools

Accounting software

CRM/database

Jobbeschreibung

The Firm:

Our clients are a fun Accounting and Financial Planning firm based in Greenwich. They service a wide range of SME clients across varying industries. We provide a full service offering including Accounting and Taxation, Financial Planning and Mortgage Broking.

You must have excellent communication skills and have experience working in a financial services firm. You will be working from our beautiful Greenwich office, overlooking Sydney harbour and beyond, close to public transport options. We are flexible with part/time school hours for the right candidate.

The Role:

As a highly valued member of our team, you will love being the FRONT FACE across all our divisions. You will provide a warm and welcoming experience to all our clients and visitors.

• Managing the admin, reception, accounting support and marketing email inbox
• Scanning, filing and returning of client documentation
• Distribution and following up of invoices
• Adding, removing and maintaining client details on our databases
• Managing client appointment schedules
• Meeting rooms maintenance
• Collecting, scanning and distribution of physical mail
• Downloading and distributing Centrelink, ASIC and ATO electronic correspondence.
• Ordering office and catering supplies

Experience:

• Previous reception/administration and client facingexperience in a public practice accounting firm / financial services
• Ability to delegate tasks and monitor progress to ensure deliverables are met
• Accounting software experience highly regarded
• Strong values and ethics consistent with our company values
• MUST be Australian Citizen to Apply