Client Services Administrator

Clear Vision Accountancy Group is a boutique accounting firm based in Toowoomba. We pride ourselves on building strong relationships with our clients, delivering exceptional service and creating a positive, supportive environment for our team.

We are looking for an enthusiastic, organised and proactive Client Services Administrator (CSA) to join our team. This is an important role within our firm, providing administrative support to our accountants and helping ensure our clients receive the high level of service they have come to expect.

As a Client Services Administrator, you will play an integral part in keeping our office running smoothly and supporting our team to meet client deadlines. Your responsibilities will include:

• Preparing client correspondence, letters and documentation
• Maintaining accurate client records and databases
• Liaising with clients, banks, the ATO and other external organisations
• Preparing and processing ATO lodgements and related documentation
• Collating client information and documents for accountants
• Coordinating client appointments and meetings
• Managing electronic filing and document management systems
• Monitoring outstanding client information and following up as required
• Providing general administrative support to accountants and other team members
• Assisting with other administrative tasks as needed

We are looking for someone who takes pride in their work, enjoys helping others and brings a positive attitude to the workplace. Ideally, you will have:

• Excellent organisational and time management skills
• Strong written and verbal communication skills
• Outstanding customer service skills and a professional, friendly manner
• The ability to manage competing priorities and meet deadlines
• Strong attention to detail and a commitment to accuracy
• Confidence using technology and learning new systems
• A proactive approach, showing initiative and a willingness to help wherever needed
• The ability to work independently while also being a supportive team player
• Honesty, discretion and professionalism when handling confidential client information
• A positive, adaptable attitude and a genuine willingness to learn

Previous experience working in an accounting firm or professional services environment would be an advantage; however, we also welcome applications from experienced administrators with transferable skills.

Experience with any of the following software packages would be advantageous:

• FYI – Practice and document management
• Microsoft Office 365 – Outlook, Word and Excel
• CAS 360 – Corporate compliance and ASIC management
• ATOmate – ATO correspondence and workflow automation
• Xero – Accounting and practice management

You don't need to have experience with every system. We value a willingness to learn, confidence with technology and the ability to adapt to new processes just as highly.

At Clear Vision, you will enjoy:

• A welcoming, friendly and supportive team environment
• A workplace where your contribution is recognised and appreciated
• Variety in your day and opportunities to develop your skills
• Exposure to modern accounting technology and systems
• A team that works together, supports one another and celebrates success
• A well-established Toowoomba business with a strong focus on client relationships

If you are a motivated, organised and enthusiastic administrator who enjoys being part of a team and takes pride in delivering exceptional service, we would love to hear from you. Apply now with your resume and a brief cover letter outlining why you would be a great fit for Clear Vision Accountancy Group.

Applicants must have the legal right to work in Australia.