CLIENT SERVICES OFFICER/ ADMINISTRATION ASSISTANT– CHARTERED ACCOUNTING FIRM

Clarke McEwan Chartered Accountants

Maroochydore

Vor Ort

AUD 50.000 - 65.000

Vollzeit

Vor 5 Tagen
Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

Competitive salary
Career growth opportunities
Friendly team culture
Modern office in Maroochydore
Work-life balance
Cloud-based and paperless systems

Zusammenfassung

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.

Qualifikationen

  • 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

Aufgaben

  • 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

Kenntnisse

Office administration
Customer service
Multitasking
Data confidentiality

Tools

Microsoft Office 365
Xero
XPM
FYI Docs
BGL/CAS360
FuseSign

Jobbeschreibung

CLIENT SERVICES OFFICER/ ADMINISTRATION ASSISTANT– CHARTERED ACCOUNTING FIRM

Clarke McEwan Chartered Accountants – Maroochydore QLD

Clarke McEwan Accountants is a reputable Chartered Accounting firm located in the vibrant area of Maroochydore on the Sunshine Coast. Our waterfront offices on the Cotton Tree Esplanade are ideally positioned near parks, cafes, Sunshine Plaza, and the new Maroochydore town centre. We specialize in providing tailored services to successful businesses and professional clients.

We are excited to announce an opportunity for a full-timeClient Services Officer / Administration Assistantto join our team.

About the Role

This position is located at Maroochydore on the beautiful Sunshine Coast. We are seeking a client-focused superstar who can support reception and our team with general administration and housekeeping duties as required. We are looking for an upbeat and vibrant professional who has the following qualities:

  • Exceptional attention to detail & accuracy
  • Brilliant phone manner & personable skills
  • Willingness to learn, show initiative & be a positive and contributing ‘team player’
  • Positive & upbeat attitude
  • High standard of ethics, confidentiality & professionalism
  • Excellent time management with the ability to multitask
  • Responsible & outcome-focused
  • Tech-savvy and a quick learner
Your duties as ourClient Services Officer / Administration Assistantwill include but are not limited to:
  • 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
About You

The ideal candidate will possess:

  • 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
Why Clarke McEwan?

At Clarke McEwan, we pride ourselves on fostering a collaborative and positive work environment. We value our team and believe in providing the necessary support to help everyone succeed. In addition to a competitive salary, we offer:

  • competitive salary
  • Career growth opportunities with ongoing training and development
  • A friendly and supportive team culture
  • A modern and well-located office in the heart of Maroochydore
  • A positive work-life balance and a rewarding career path
  • Modern cloud-based and paperless systems

If you are passionate about providing exceptional client service and looking for a role where no two days are the same, we’d love to hear from you!

For more information about our firm, please visit www.clarkemcewan.com.au

All applications will be treated with the strictest confidentiality. Only successful applicants will be contacted.

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