Client Services Administrator – Accounting Firm

Clear Vision Accountancy Group; Toowoomba Regional; On-site; AUD 45,000 - 60,000; Full time

Job summary

Clear Vision Accountancy Group in Toowoomba, QLD, is seeking a Client Services Administrator to support our accountants and keep client records accurate.

Youll liaise with clients and external organisations, prepare correspondence, and manage filing systems. The role suits an organised, proactive individual with strong communication and time-management skills who enjoys a friendly, collaborative team environment.

Qualifications

• Excellent organisational and time management skills.
• Strong written and verbal communication.
• Outstanding customer service with a professional, friendly manner.
• Ability to manage competing priorities and meet deadlines.
• Strong attention to detail and accuracy.
• Confidence with technology and learning new systems.
• Proactive, independent worker who also collaborates.
• Experience in accounting or professional services is an advantage.

Responsibilities

• Preparing client correspondence, letters and documentation.
• Maintaining accurate client records and databases.
• Liaising with clients, banks, the ATO and other external organisations.
• Preparing and processing ATO lodgements and related documentation.
• Coordinating client appointments and meetings.
• Managing electronic filing and document management systems.
• Providing general administrative support to accountants and other team members.
• Assisting with other administrative tasks as needed.

Skills

Organisation & time management

Written & verbal communication

Customer service

Prioritisation

Attention to detail

Tech Savvy

Initiative

Team collaboration

Tools

FYI

Microsoft Office 365

CAS 360

ATOmate

Xero

Job description

Client Services Administrator – Accounting Firm

Clear Vision Accountancy Group – Toowoomba QLD

Clear Vision Accountancy Group | Toowoomba, QLD

Join a friendly, supportive and progressive accounting firm

Enjoy a varied role where no two days are the same

Be part of a team that genuinely values its people and clients

About Us

Clear Vision Accountancy Group is a boutique accounting firm based in Toowoomba. We pride ourselves on building strong relationships with our clients, delivering exceptional service and creating a positive, supportive environment for our team.

We are looking for an enthusiastic, organised and proactive Client Services Administrator (CSA) to join our team.

This is an important role within our firm, providing administrative support to our accountants and helping ensure our clients receive the high level of service they have come to expect.

About the Role

As a Client Services Administrator, you will play an integral part in keeping our office running smoothly and supporting our team to meet client deadlines.

Your responsibilities will include:

Preparing client correspondence, letters and documentation

Maintaining accurate client records and databases

Liaising with clients, banks, the ATO and other external organisations

Preparing and processing ATO lodgements and related documentation

Collating client information and documents for accountants

Coordinating client appointments and meetings

Managing electronic filing and document management systems

Monitoring outstanding client information and following up as required

Providing general administrative support to accountants and other team members

Assisting with other administrative tasks as needed

About You

We are looking for someone who takes pride in their work, enjoys helping others and brings a positive attitude to the workplace.

Ideally, you will have:

Excellent organisational and time management skills

Strong written and verbal communication skills

Outstanding customer service skills and a professional, friendly manner

The ability to manage competing priorities and meet deadlines

Strong attention to detail and a commitment to accuracy

Confidence using technology and learning new systems

A proactive approach, showing initiative and a willingness to help wherever needed

The ability to work independently while also being a supportive team player

Honesty, discretion and professionalism when handling confidential client information

A positive, adaptable attitude and a genuine willingness to learn

Previous experience working in an accounting firm or professional services environment would be an advantage; however, we also welcome applications from experienced administrators with transferable skills.

Software Experience – Highly Regarded but Not Essential

Experience with any of the following software packages would be advantageous:

FYI – Practice and document management

Microsoft Office 365 – Outlook, Word and Excel

CAS 360 – Corporate compliance and ASIC management

ATOmate – ATO correspondence and workflow automation

Xero – Accounting and practice management

You don't need to have experience with every system. We value a willingness to learn, confidence with technology and the ability to adapt to new processes just as highly.

Why Join Clear Vision?

We understand that a great workplace is about more than just the work you do.

At Clear Vision, you will enjoy:

A welcoming, friendly and supportive team environment

A workplace where your contribution is recognised and appreciated

Variety in your day and opportunities to develop your skills

Exposure to modern accounting technology and systems

A team that works together, supports one another and celebrates success

A well-established Toowoomba business with a strong focus on client relationships

If you are a motivated, organised and enthusiastic administrator who enjoys being part of a team and takes pride in delivering exceptional service, we would love to hear from you.

Apply now with your resume and a brief cover letter outlining why you would be a great fit for Clear Vision Accountancy Group.

Applicants must have the legal right to work in Australia.

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