Client Services Officer / Admin
Add expected salary to your profile for insights PERSOLKELLY is one of Australia's largest and longest serving recruitment... more info
AU Client Services Admin (AU Accounting Firm, WFH)
Salary:
80.00 - 100.00
Posted:
17-01-2025
Category:
Customer Service
Job Description
Schedule: Monday – Friday (08:30 AM - 05:30 PM AST) What are we looking for? Skills Required: Prior experience in AU Accounting Firms At least 4 years relevant experience Must have client facing experience Prior experience in setting up companies' trust, ASIC XERO (green and blue) Nice to Have: Karbon Content Snare What will you do? Onboarding of new clients in the accounting and bookkeeping teams Collating and entering information received from clients and the sales team into our systems Communicating with clients, the sales team and the accounting/bookkeeping teams in relation to the onboarding process Regular reporting to the Practice Manager on the status of client onboarding Assisting with setup and maintenance of companies and trusts Attending to client offboarding Working with the Xero suite, Karbon, Content Snare, Microsoft 365 and other software as directed Ensure all policies and procedures are followed at all times to the best of your ability Ensure our client database is updated to the best of your knowledge Ensure all correspondence, internally and externally, is professional and in a way that best represents the organization. Use of professional judgement to seek assistance from team members where necessary Learning about the company's other businesses and identifying referral opportunities for those businesses in your client dealings Contribution to the company's best practice Collaboration with the greater LINK team as required Assisting the Practice Manager as required Phone answering Scheduling of internal and external meetings Join the awesome team and enjoy these benefits & perks: Work from Home Medical, Dental Coverage and Life insurance from day 1 of employment Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion) Competitive salary package and annual appraisal Financial Assistance Program Mandatory Government Benefits and 13th Month Pay Regular Company Events, Work Life Balance, and Career growth opportunities JOIN CONNECTOS NOW! ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice. Founded in 2016, our client is an accounting firm located in Australia dedicated to fostering strong relationships with their clients while providing genuine advice and value. They specialize in areas such as business advice, Xero, financial statements and income tax returns, new business setup, business strategy, and transparent fixed fees. Equal Employment Statement Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes. #J-18808-Ljbffr
Job Details
Salary: 80.00 - 100.00
Posted: 17-01-2025
Category: Customer Service
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