Client Relationship Manager
Vor 6 Tagen
- Up to 95,000k + Bonus
- Close knit, friendly and supportive team
- Sydney CBDand hybrid flexibility once trained
You will be responsible for providing high quality service to clients and professional support to the client advisers. In this role you will be reporting to one Client Adviserand Practice Manager.
Be part of a team where hard work and dedication are recognised, valued and rewarded. They are are industry leading utilising cloud based systems rather than manual paper systems.
If you are a personable individual who excels in a fast paced environment this is the role for you
Key Responsibilities:
- Assist with reception and switchboard duties
- Administrative and operational duties
- Arrange client appointments as required
- Monitor inbox and calendar of the Client Advisers
- Maintain document management system and ensure all staff use it correctly
- Prepare proposals, engagement letters and correspondence and reports as directed in an accurate and timely manner
- Maintain accurate daily timesheets
- Assist with the preparation of monthly invoices as well as review and chase accounts receivable
- Management of the lodgement list, ATO debts and payments
- Manage corporate compliance, lodgements, forward annual statements and set up tasks and reminders
- Minimum 2 years’ experience in a similar role
- No formal qualifications are required for this role. However, studies in Business Administration and/or bookkeeping experience would be highly regarded
- Intermediate / Advanced knowledge of Microsoft Office Suite of products
- Highly developed relationship-building skills
- High attention to detail with superb organisation skills
- Knowledge of proposals of ATO, ABN, GSThighly regarded
- Financial Servicesindustry knowledge will be highly regarded
- Work for an independent and progressive organisation
- Gorgeous, state of the art offices in the heart of Sydney CBD
- Access to restaurants, gym and other amenities nearby
- Attainable bonus
- Cloud based systems
Click APPLY today If this is the role you are looking for, please apply and we'll be in contact to discuss the role.
www.charterhouse.com.au #J-18808-Ljbffr
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