Our client based in the Palm Beach area is a successful boutique accounting firm. Due to growth, they are now seeking an experienced Client Services Officer (CSO) /Administrator to join the team in a full time permanent role. On offer for you: Full time Monday to Friday including a 9 day fortnight Competitive salary offered Boutique firm where you are valued as part of the team Support from your colleagues to transition into the role Your role will form part of the administration team and support the day to day functions of the firm including: Client Service – Taking calls and email enquiries, scheduling appointments, managing reception, data collection, liaising with clients regarding their file Accounting related – Liaising with the ATO, setting up structures for clients, processing applications, attending to lodgements, process ASIC correspondence Administration – Data entry, creating new client files, document management scanning, archiving, mail and email management, petty cash, data backups, ordering supplies Marketing - General marketing activities including updating the website, monthly newsletters, social media posts, client events, follow up leads Finance – Receipting payments, Trust account refunds, bank and card reconciliations, end of month, debtor management, accounts payable and supplier management We are seeking a professional candidate that meets the following criteria: At least 12 months' recent experience in a similar role and work environment Demonstrated client service experience Basic accounting / tax knowledge would be ideal Excellent administrative skill with highly accurate data entry, spelling and grammatical skills Experience using Xero/Workflow Max ideal Proven experience with Microsoft Word, Excel, Outlook Strong and professional written and verbal communication skills to interact with clients Good organisational, time management and multi-tasking skills to meet deadlines and perform under pressure Team focused as well as being able to work autonomously To apply online, please click on the appropriate link. For a confidential conversation before applying, please call David on 0414862979 David Ford New Point Recruitment P.O. Box 4985 Gold Coast MC 9726 1300 558 979
