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 up
• ATO mail management
• Hard mail management
• ATO reporting
• ASIC compliance and changes to shareholdings, members and address
• Set up of new entities through NI and preparation of bank kits
• Apply for certificate of duty for new trusts
• Apply for new entities registrations through ABR
• Business Name Registrations and Transfers
• Use ASIC Connect to obtain historical ASIC extracts
• Use ChangeGPS to create organisational charts
• Workcover Applications
• Government Grant Applications
• Manage team incoming phone calls
• Respond to queries of Accounting Team and Clients within required time
• Manage 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 email
• XPM management, archive clients who have left
• XPM Reporting
• Set up of new Xero files and chart of accounts, contact client to explain bank feed process
• Supporting Accounting team by liaising with the ATO for any payment arrangements, GIC remission, STP, issuing of AS when required, lodgement issues or other correspondence
• Attending to ATO lodgements
• Packaging of Annual Financial Statements and Tax Returns for clients
• Responsible from start to finish for client onboarding process
• Preparation of Accountants Letters
• Draft Fee Proposals in PI
• Manage monthly FPA invoices twice a month
• Ensure Stripe payments are allocated to correct invoices
• Manage back end of website and online booking system
• Set up / rollover of Quickbooks and MYOB files
• Send daily reminders to the team for birthdays, timesheets etc
• Correspond with marketing team re new team members, provide monthly birthday report and client report