Client Services Administrator
Core
Provide administrative and office support to assist in the smooth running of operations for an accounting and financial services practice.
Role type
Client Services Administrator
Builds
Administrative support for accounting, bookkeeping, and business advisory solutions
Domain
Financial Services / Accounting
Deliverable
dashboards & analysis
Required skills
Data entry, document collation, ATO portal usage, Xero Practice Manager, Xero, MYOB, ASIC portal forms, electronic document management, electronic digital signing
Preferred skills
Practice Ignition, collaboration applications
Technologies
Xero, Xero Practice Manager, MYOB, Microsoft Office, ATO Smart Docs, Practice Ignition
Responsibilities
Reception duties, liaising with clients, mail duties, scanning, data entry, collating documents for electronic signing, generating and responding to ethical letters, following up on invoices and signatures, onboarding new clients, lodging tax returns, handling ATO correspondence, entity set ups and windups
Seniority
Junior, hands-on IC