Client Services Manager

Lawson Delaney; Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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

Skills

Administration

Client services

Microsoft Office

Tools

Microsoft Office

Job description

Due to internal promotion a great opportunity has arisen within the client services team within this Award winning growing Mid-tier CBD based Public Practice tojoin a friendly team where you will help manage ASIC & Client document management within a supportive team.

Key day to day responsibilities:

• 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

Due to internal promotion a great opportunity has arisen within the client services team within this Award winning growing Mid-tier CBD based Public Practice tojoin a friendly team where you will help manage ASIC & Client document management within a supportive team.

Key day to day responsibilities:

• 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

Skills & experience to be successful:

• Experienceasan Administrator or Client Services Coordinator in a Public Practice professional services environment
• Excellent written and verbal interpersonal skills
• ExcellentMicrosoft Office skills

About Lawson Delaney

Lawson Delaney’s Accounting recruitment team is passionate about helping candidates, from early-career Accountants through to Equity Partners, find their dream job. Working with the best practices across Melbourne & Australia, we consider culture, and your current needs and aspirations to find roles that will enable you to flourish.

If this position is not quite what you are seeking and you would like to discuss other opportunities or the market in general, we would be delighted to hear from you.

Lawson Delaney is an Equal Opportunities Employer. Through initiatives such as a 'Skilled Workplace' Mental Health First Aid Australia accreditation and a needs-based flexibility model, we are loud and proud about promoting diversity and inclusion in the workplace. If you are interested in joining our team please reach out through www.lawsondelaney.com.au