Client Services Assistant
vor 3 Wochen
Client Services Assistant / Receptionist As trusted business advisors and accountants with a proven reputation for exceptional service, we leverage innovative solutions to support sustainable client success. Job Overview This Client Services role is the first point of contact for clients and visitors to the firm. The role provides a friendly, professional, and efficient front‑of‑office presence, while supporting the professional team with a range of administrative and coordination tasks. This role is central to maintaining a smooth, well‑organised, and client‑focused environment. A minimum of 1‑2 years of reception or customer service experience is required for this position. Candidates must have Australian work rights to be eligible for this role. A minimum education level of Year 12 or equivalent is required. This full‑time position reports to the Client Services Supervisor or as directed. The hours are 8am to 5pm Mon to Thu and 8am to 2.30pm on Friday. KEY RESPONSIBILITIES Client Services Support Assist with preparation, scanning, binding, and filing of documents. Collect and distribute incoming and outgoing mail and courier deliveries. Maintain and order office and kitchen supplies as needed. Prepare meeting rooms, including refreshments and equipment setup. Support professional staff with data entry, client communication, and general office tasks. Assist with onboarding of new clients, off‑boarding clients and general maintenance of client records in the firm’s systems. Help coordinate client communications such as documents for signature, reminders, and records collection. Assist with basic practice administrative tasks (e.g. entering invoices, receipts, or payments if required). Support the whole team during peak times such as EOFY and tax season. Reception and Communication Greet clients and visitors in a warm, professional manner. Answer and direct incoming phone calls and emails promptly. Manage appointment bookings and meeting schedules for principals and staff. Maintain confidentiality and handle all client and practice information with discretion. Ensure the reception area, meeting rooms and kitchen are tidy, welcoming, and well‑presented. Professional phone manner is essential for managing client communications and maintaining the firm’s professional standards. KEY SKILLS AND ATTRIBUTES Excellent interpersonal and communication skills. Professional, friendly, and reliable manner with a focus on client service. Strong organisational skills and precise attention to detail. Ability to manage competing priorities and work independently when needed. Confident with Microsoft Office 365 (Outlook, Word, Excel) and comfortable learning and using practice management software. Discreet and trustworthy with sensitive client and practice information. QUALIFICATIONS AND EXPERIENCE Previous experience in an administrative role with reception duties, ideally in an accounting, legal, or other professional services firm. Familiarity with basic accounting and office systems is an advantage. PERSONAL QUALITIES Positive and proactive attitude. Neat and professional presentation. Team player who enjoys helping others. Flexible and adaptable in a small office environment. Responsible online and social media presence (if any). PERFORMANCE INDICATORS Professional and friendly first impression for all clients and visitors. Timely and accurate completion of administrative tasks. Clean, organised, and welcoming reception and office areas. Positive feedback from clients and team members. #J-18808-Ljbffr
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