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Client Services Coordinator - Accountancy

  • Fast paced environment 
  • Training and support
  • Opportunity to progress to management role

About the Employer
My client is a boutique Chartered Accounting Practice & includes a strong Financial Planning division. The firm as been established for over 22 years on the city fringe near Melbourne University with 21 staff, 4 working offshore.   
Their team is passionate about being the very best in everything they do and motivating clients to achieve their lifetime financial goals. This is demonstrated by various awards won over past years, the latest this year, being Practice of the Year Award for our Financial Planning Division.

About the Role
This is an exciting opportunity for you to join our growing Chartered Accounting & Financial Planning firm. The role will allow you to have great ownership over your tasks & great pride in knowing you are assisting in underpinning the entire professional team. You will work closely with our existing administration team to achieve this. We have great pride in the Company & our work & are looking for someone who shares the same values.

  • Award winning practice
  • Generous remuneration
  • Opportunity for Career Progression
  • Work predominately with high net worth clients


  • Liaise with clients and third parties via phone and email to ensure all Client Queries are Completed by following up
  • Manage daily administrative duties for the team including, scanning, printing, filing, sorting mail and answering phones.
  • Assist with collecting, implementing, and following up on insurance applications
  • Ordering stationary, supplies, maintain order in the office/kitchen.
  • Supporting Advisors and Paraplanners where required

Skills and Experience:
To be successful in this role…

You will have:

  • A passion for client services and positive attitude to work
  • Highly organised approach to tasks and an ability to manage your time well
  • Expertise in the production of documents, spreadsheets, presentations, and mail merges
  • Excellent relationship management and administrative skills to assist our clients with various requests
  • An ability to think outside the square and constantly looks for better ways of doing things
  • A high level of energy and motivated to achieve growth and meet deadlines
  • A Professional Presentation with a motivated & ‘can do’ attitude essential
  • Attention to detail and accuracy – this is a must for the sophistication of our client base
  • Excellent communication skills, both written and verbal
  • A confident, yet friendly & mature manner
  • Ability to prioritise and work under pressure
  • Ability to work in a team environment and oversee our support team offshore

Please note only candidates that meet our client’s selection criteria will be contacted.

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