Buscojobs | Client Services Administrator
Vor 2 Tagen
About Us :
At LHP Partners Chartered Accountants, we pride ourselves on delivering exceptional accounting and advisory services to our clients.
Our culture is built on collaboration, innovation, and a commitment to excellence.
Join a team where your contributions are valued, and your professional development is supported.
About You :
Certificate III or IV in Business Administration (or equivalent).
Previous experience in an administrative or customer service role is highly regarded.
Position Summary :
Are you a detail-oriented professional with a passion for organisation and client support?
LHP Partners Chartered Accountants is seeking a proactive Client Service Administrator (CSA) to join our dynamic team.
This role offers the opportunity to make a real impact, support a high-performing team, and grow your career within a supportive and professional environment.
As a Client Service Administrator (CSA), you will play a key role in ensuring the smooth operation of our team by providing comprehensive administrative support.
Your responsibilities will include:
Accurate Client Information Management: Maintain 100% accuracy when handling client data across both physical and electronic systems, including reviewing and entering source data.
Client-Focused Service: Deliver exceptional service by ensuring all client interactions are professional, timely, and client-focused.
Effective Communication Management: Manage incoming and outgoing communications, including phone calls, emails, and mail, ensuring timely and professional responses.
ASIC and Corporate Secretarial Support: Manage ASIC-related tasks, including lodgements, annual reviews, maintaining registers, preparing review letters, following up on signed documents and payments, and lodging ASIC forms to update company information.
Team Support: Provide vital administrative assistance to firm leaders and team members to ensure smooth daily operations.
General Administration: Perform tasks such as collation, binding, and scanning of tax returns and corporate registers; setting up new clients in operating systems and the ATO portal; and preparing client letters and reports.
Financial Administration: Process credit card payments and update petty cash receipts in monthly templates.
Office Support and Client Hospitality: Manage stationery orders, ensure the office is clean and tidy daily, greet clients warmly on arrival, offer them a drink or make coffee, and handle weekly grocery purchases to maintain a welcoming and professional environment.
We're looking for someone who is:
Organised, detail-oriented, and able to manage competing priorities effectively.
A team player with strong communication skills and a customer-focused mindset.
Proficient in standard office software and administrative systems.
Adaptable, flexible, and eager to contribute to a collaborative work environment.
Key Requirements :
Computer skills and knowledge of relevant software.
Knowledge of operation of standard office equipment.
Knowledge of clerical and administrative procedures and systems such as filing and record keeping.
Communication skills - written and verbal.
Planning and organising.
Prioritising.
Problem assessment and problem solving.
Information gathering and information monitoring.
Attention to detail and accuracy.
Flexibility and adaptability.
Customer service orientation.
Teamwork.
Job Responsibilities :
General administration duties, including collation of tax returns, binding and scanning.
Setting up new clients in operating systems and the ATO portal.
Handle requests for information and data from clients and your team.
Assist Leadership with daily administration tasks as required.
Prepare letters pertaining to administration including engagement letters, ethical letters and accountants letters.
Ensure timely delivery of information to Clients as instructed.
Update petty cash and direct debit log as needed.
Manage stationery and groceries orders.
Corporate secretarial annual reviews – maintain a register, prepare annual review letters, send to Client and follow up signed documents and payment.
Undertake ASIC changes for clients via the relevant operating system.
Greet clients and maintain a presentable office environment.
Assist with monthly client newsletter preparation.
Assist with researching legislation, industry requirements / changes and best practices.
Processing credit card payments.
Assist with writing administration processes.
Other ad-hoc activities as needed by your team.
Contribute to overall process improvement in a fast-paced, changing environment.
Job Functions : Client Service Administrator
Job Benefits: Why Join Us?
Growth Opportunities: Enhance your skills and build a long-term career with dedicated training and mentorship.
Inclusive Culture: Be part of a collaborative team that values your contributions and fosters a supportive atmosphere.
Team Connection: Participate in regular team lunches, fun social events, and weekly wellness activities that promote camaraderie.
Positive Work Environment: Join a stable, supportive workplace where all staff have been with us for 5 years or more.
Selling Point: A dynamic role with a supportive team and a welcoming culture.
Contact: Brittany Birch
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