Administration Assistant / Customer Service

Client Services Administrator 

• Technologically Progressive Accounting/Tax/FP Firm, in Melbourne & Brisbane 

• Strong Team Culture, Unique & Awesome Perks 

• Attractive $ remuneration to match skills and experience

• Learning and Development - Career Progression!
  

4orward is a dynamic and technologically progressive professional services firm providing comprehensive accounting, SMSF, financial planning and commercial consulting to a broad range of clients.  We have a strong reputation for staying ahead of the knowledge and technology curve to ensure clients have access to the best commercial and compliance advice. 

The Team 

4orward provides staff the opportunity to work with senior leaders in their respective fields and access to cutting edge technology.  The development and application of IT solutions a large part of what we do at 4orward, which is reflected by senior team members knowledge, and their mentoring of the junior and intermediate staff.  

The Culture & Perks 

The team works in a modern and expanding office environment, providing challenging assignments, new technologies, ongoing learning opportunities and great support.  Fast tracked career progression is available for motivated employees, as well as continuing Professional Development, Education and Leadership Programs. 

4orward employees enjoy onsite private gym, infrared sauna, games room, monthly onsite haircuts, access to the Brisbane office, team building events, Friday night drinks, and office fruit & snacks. Located off Montague Street South Melbourne, public transport and freeway links are easily accessible. 

The Role 

The Financial Planning & Accounting divisions are currently enjoying a period of sustained growth, and we are looking for a highly motivated Client Services Administrator with strong customer service skills
 
As a Client Services Administrator you will:   

• Support our Accounting and Financial Planning Professionals 

• Support and work within the Operations Team

• Provide excellent customer service to our clients and stakeholders

• Manage assigned jobs and client relationships effectively 

• Liaise with other third parties on clients’ behalf as/where needed 

• Work efficiently to achieve targets 

• Assist on projects

• Be motivated, client focused, with strong communication skills and a willingness to learn 

• Thrive on achieving personal goals as well as contributing to the team goals

Main responsibilities include: 

• Liaising with clients via email and telephone

• Liaison with the ATO and other such regulatory bodies via email and telephone

• Booking virtual, face to face & phone meetings with clients 

• Answering incoming calls

• Maintenance of client database and client files

• Correspondence and administration

• Administration of internal systems 

• Assistance with development of practice systems and processes

• General administrative support to practice partners and professional staff

The Candidate 

The ideal candidate needs to be self-motivated; client focused and able to work well in a team environment. 

• Excellent customer service skills

• Confident communicator by telephone 

• Proficient in Microsoft Office 365

• Meticulous eye for detail

• Enthusiasm, energy, and professional presentation

• Highly organised and structured, with the ability to multitask

• Previous experience in customer service and/or a professional services environment/industry experience is preferred, however not essential. If you bring the right attitude, values, and willingness to learn, we will provide comprehensive on-the-job training.

• Strong English language skills (written and verbal) 

• Resilient, agreeable, hard-working, and willing to go above and beyond.  

• Commercial and business minded. 

• Ability to learn new technology, processes & systems quickly. 

• Someone who enjoys working in a progressive, evolving professional environment and is comfortable adapting to change.

• A strong cultural fit with a collaborative, team-oriented mindset.

• Permanent Residency or Australian Citizenship required.

• Financial industry knowledge is not essential — we value transferable skills, initiative, and a proactive approach.

 If you flourish in a fast-paced, stimulating working environment - apply now by attaching your application letter & CV.   Visit www.4orward.com for more details about us! 

 Only short-listed candidates who meet the selection criteria will be contacted for an initial phone interview.