Client Services & Compliance Lead

Lawson Delaney; Melbourne; In loco; AUD 55.000 - 75.000; Tempo pieno

Descrizione del lavoro

Lawson Delaney is seeking an Administrator/Client Services Coordinator to support a growing Public Practice in Melbourne. You will handle client onboarding, prepare engagement letters, and maintain client databases while coordinating with ASIC and the ATO to handle lodgements and payments.

The role emphasises strong interpersonal skills and proficiency in Microsoft Office, supporting a friendly team in a CBD setting.

Competenze

• Experience as an Administrator or Client Services Coordinator in a Public Practice professional services environment.
• Excellent written and verbal interpersonal skills.
• Excellent Microsoft Office skills.

Mansioni

• Providing administrative support to the team & clients.
• Draft engagement letters & other client correspondence.
• Client onboarding, offboarding and maintaining client databases.
• Liaise with the ATO to organise lodgement deferrals, & payments
• Establish new company & trusts
• Managing ASIC and corporate secretarial requirements
• Maintaining client company registers and internal documents
• Coordinate appointments with clients

Conoscenze

Administration

Client services

Microsoft Office

Strumenti

Microsoft Office

Descrizione del lavoro

Lawson Delaney is seeking an Administrator/Client Services Coordinator to support a growing Public Practice in Melbourne. You will handle client onboarding, prepare engagement letters, and maintain client databases while coordinating with ASIC and the ATO to handle lodgements and payments.

The role emphasises strong interpersonal skills and proficiency in Microsoft Office, supporting a friendly team in a CBD setting.