Client Services Coordinator

Position Overview

The Client Services Coordinator is a Type A organisational genius who maintains relationships with our clients and ensures that the rest of the team is on-top of whatever they need to be on-top of. They will take direction from the accounting team to achieve the tasks accordingly.

Your Role

Duties include but are not limited to:

Managing calendars for appointments and follow upATO mail managementHard mail managementATO reportingASIC compliance and changes to shareholdings, members and addressSet up of new entities through NI and preparation of bank kitsApply for certificate of duty for new trustsApply for new entities registrations through ABRBusiness Name Registrations and TransfersUse ASIC Connect to obtain historical ASIC extractsUse ChangeGPS to create organisational chartsWorkcover ApplicationsGovernment Grant ApplicationsManage team incoming phone callsRespond to queries of Accounting Team and Clients within required timeManage accountability of team members and follow up on tasks required (FYI Docs)Managing inbound contact from current clients, potential new clients – whether via phone, online enquiry or emailXPM management, archive clients who have leftXPM ReportingSet up of new Xero files and chart of accounts, contact client to explain bank feed processSupporting Accounting team by liaising with the ATO for any payment arrangements, GIC remission, STP, issuing of AS when required, lodgement issues or other correspondenceAttending to ATO lodgementsPackaging of Annual Financial Statements and Tax Returns for clientsResponsible from start to finish for client onboarding processPreparation of Accountants LettersDraft Fee Proposals in PIManage monthly FPA invoices twice a monthEnsure Stripe payments are allocated to correct invoicesManage back end of website and online booking systemSet up / rollover of Quickbooks and MYOB filesSend daily reminders to the team for birthdays, timesheets etcCorrespond with marketing team re new team members, provide monthly birthday report and client report