Client Service Officer - Accounting

Candor Recruitment; Sydney; On-site; AUD 55,000 - 70,000; Full time

Job summary

Greenwich Accounting Firm is seeking a friendly receptionist to be the front face across all divisions, providing a warm welcome to clients and visitors from our Greenwich office. Flexible part-time school hours are available for the right candidate.

You will manage the admin and accounting support inbox, coordinate client appointments, and ensure smooth office operations while maintaining high standards of service and ethics.

Qualifications

• Must have reception/administration experience in a public practice accounting/financial services.
• Ability to delegate tasks and monitor progress to ensure deliverables are met.
• Accounting software experience is highly regarded.
• Must be Australian Citizen to Apply.

Responsibilities

• Manage the admin, reception, accounting support and marketing 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.

Skills

Front desk

Client facing

Communication

Public practice

Tools

Accounting software

Job description

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