Client Services Administrator

This is an exciting opportunity for an experienced Client Services Administrator to join a well-established private finance and accountancy firm based in Subiaco. My client is seeking a professional with a proven track record in client services within an accounting or professional services environment. You will work closely with the Accountancy Partners, providing high-level support while also assisting the broader team. You’ll be part of a collaborative group of like-minded professionals, making this a fantastic opportunity for someone who thrives in a dynamic, team-oriented environment.

Key Responsibilities:

• Coordinate monthly billing with Directors and professional staff;
• Assistance with editing, formatting and finalising proposals, engagement letters and advice documents;
• Process on-boarding of new clients including ethical clearance from previous accountant;
• Coordinate tax return lodgement program including internal reporting and lodgement of tax returns to the ATO;
• Preparation & setup of new jobs for clients’ annual compliance;
• Collation of client tax packages including financial statements & taxation returns;
• Liaise with clients for the return of signed documents;
• Other various ad hoc matters relating to the general running of the day to day requirements of the Practice.

Skills and Expertise

A background or past experience in a similar accounting/financial sector role is required.

• Positivity, can-do attitude
• Excellent communication skills, both verbally & written
• A good understanding and experience dealing with numbers
• An ability to work independently but equally as well as part of the Administration Team
• Proficiency in Microsoft Office and other software skills
• Maintain a high level of strict confidentiality

How to Apply

Please send your CV and COVER LETTER in WORD format via the APPLY NOW link. Alternatively, you can call Amber Hamilton at Scotford Fennessy Recruitment Corporate Support Team on 9220 4646 for a confidential discussion. 

If you are a strong Administrator seeking a new opportunity in another location/industry, duration, or pay rate, please still apply attaching a cover letter outlining your preferences.

Founded in 2002 on the ideals of excellence in customer service, Scotford Fennessy Recruitment is an Australian-owned and operated specialist recruitment and executive search firm committed to building companies and building careers