At a Glance
- Tasks: Be the friendly face of our firm, managing client interactions and admin tasks.
- Company: Fun Accounting and Financial Planning firm in beautiful Greenwich with a vibrant culture.
- Benefits: Flexible part-time hours, stunning views, and a supportive team environment.
- Other info: Great opportunity for career growth in a supportive and ethical workplace.
- Why this job: Join a dynamic team and make a real difference for our SME clients.
- Qualifications: Experience in reception/admin roles and strong communication skills required.
The predicted salary is between 72000 - 88000 $ per year.
The Firm
Our clients are a fun Accounting and Financial Planning firm based in Greenwich.
They service a wide range of SME clients across varying industries.
We provide a full service offering including Accounting and Taxation, Financial Planning and Mortgage Broking.
You must have excellent communication skills and have experience working in a financial services firm.
You will be working from our beautiful Greenwich office, overlooking Sydney harbour and beyond, close to public transport options.
We are flexible with part/time school hours for the right candidate.
The Role
As a highly valued member of our team, you will love being the
FRONT FACE across all our divisions. You will provide a warm and welcoming experience to all our clients and visitors.
- Managing the admin, reception, accounting support and marketing email inbox
- Scanning, filing and returning of client documentation
- Distribution and following up of invoices
- Adding, removing and maintaining client details on our databases
- Managing client appointment schedules
- Meeting rooms maintenance
- Collecting, scanning and distribution of physical mail
- Downloading and distributing Centrelink, ASIC and ATO electronic correspondence.
- Ordering office and catering supplies
Experience
- Previous reception/administration and client facingexperience in a public practice accounting firm / financial services
- Ability to delegate tasks and monitor progress to ensure deliverables are met
- Accounting software experience highly regarded
- Strong values and ethics consistent with our company values
- MUST be Australian Citizen to Apply
- #J-18808-Ljbffr
Client Service Officer in North Sydney employer: CANDOR Recruitment
Join our vibrant Accounting and Financial Planning firm in Greenwich, where we pride ourselves on fostering a supportive and dynamic work culture. With stunning views of Sydney Harbour, our office offers a flexible environment that accommodates part-time hours for the right candidate, ensuring a perfect work-life balance. We are committed to employee growth, providing opportunities for professional development while you engage with a diverse range of SME clients in a fun and collaborative atmosphere.
