Client Services & Admin Specialist – Accounting Firm

Clarke McEwan Chartered Accountants; Maroochydore; On-site; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Career growth opportunities

Friendly team culture

Modern office in Maroochydore

Work-life balance

Cloud-based and paperless systems

Job summary

Clarke McEwan Chartered Accountants in Maroochydore on the Sunshine Coast is seeking a Client Services Officer / Administration Assistant to support reception, handle general admin and keep our office running smoothly.

The successful candidate will have 2–3 years in an office admin role (ideally in an accounting firm), be proficient with Microsoft Office 365, and have experience with Xero and related software; a positive, team-focused attitude is essential.

Qualifications

• Minimum of 2-3 years’ experience in an office administration role, preferably within an accounting firm.
• Proficiency in Microsoft Office 365 (Word, Excel, Outlook, Teams)
• Experience working with Xero, XPM, FYI Docs, BGL/CAS360, FuseSign is an advantage.
• Excellent written and verbal communication skills
• An ability to multitask, prioritise effectively, and meet deadlines in a busy environment
• A high level of professionalism, with a strong focus on confidentiality and ethical standards

Responsibilities

• Welcoming clients and professionally answering and screening incoming calls
• Electronic collation and uploading of year-end client documentation for signing
• Assisting with the creation and management of work in progress
• Filing and maintaining confidential client documentation
• Processing lodgements with the Australian Taxation Office (ATO)
• Managing communications with government departments such as the ATO and ASIC
• Preparing and distributing our monthly client newsletter
• Assisting with digital marketing initiatives
• Managing debtors and following up on outstanding payments via email and text
• Assisting our principal with diary and email management

Skills

Office administration

Customer service

Multitasking

Data confidentiality

Tools

Microsoft Office 365

Xero

XPM

FYI Docs

BGL/CAS360

FuseSign

Job description

Clarke McEwan Chartered Accountants in Maroochydore on the Sunshine Coast is seeking a Client Services Officer / Administration Assistant to support reception, handle general admin and keep our office running smoothly.

The successful candidate will have 2–3 years in an office admin role (ideally in an accounting firm), be proficient with Microsoft Office 365, and have experience with Xero and related software; a positive, team-focused attitude is essential.