Client Services Administrator

Are you looking to join a firm that’s progressive, innovative and holds both its team members and clients as the centre of its culture? Start your future with AFS today!

Who we are

We’re a modern Chartered Accounting firm located in the heart of Bendigo, Djaara Country, with a team of over 100 professionals. We’ve been providing services to Bendigo and surrounds for over 70 years and are a proud pillar of the Bendigo community.

Our culture

We believe every single team member is a leader and contributes to the success of our firm and our clients. We invest in organisational development, leadership skills and career planning, recognition and coaching to constantly enhance the experiences for our team.

A core part of our identity is our commitment to our local regional community. Each year we support Bendigo organisations, charities and not-for-profits through direct or in-kind sponsorship and involvement.

Furthermore, we’re committed to developing our environmental, social and governance sustainability to ensure our business practices have a measured and positive impact.

Our culture is something we value, nurture and routinely seek team feedback on, so that we can continue to foster a meaningful work environment for everyone.

The role

The role of the Client Services Administrator is to offer administrative support to the business services team, ensuring smooth operations and efficient client service delivery. They are tasked with managing partner and client expectations, as well as prioritising workflow. This includes timely handling of correspondence and effective management of deadlines to ensure the client-first focus is maintained throughout the entire service experience.

Accountabilities

• Provide direct administrative support to the Partner.
• Assist the wider accounting team with various administrative tasks.
• Prepare Financial & Tax Return packages and manage Corporate Secretarial duties.
• Generate associated letters and invoices using the firm’s software & document management systems.
• Manage communications with clients, government agencies, and suppliers.
• Maintain databases across various platforms.
• Provide reception relief when needed.
• Produce day-to-day client correspondence with utmost attention to detail.
• Support Business Services team members and Partners in delivering exceptional Client Services.
• Collaborate with the team to meet work deadlines and client expectations.
• Demonstrate professional communication skills in all interactions, verbal and written.
• Prioritise tasks to ensure timely completion of all responsibilities.
• Ensure accuracy in completing the establishment process for companies, trusts, and super funds.
• Order and set up companies, trusts, and super funds through designated agencies, ensuring review and approval by the Corp Sec team and Partner before submission.
• Develop and maintain client files and practice management software (MYOBAE), CRM, and data storage systems.
• Uphold governance, quality control systems, and risk management standards within the firm.
• Manage ABR and ATO Portal access.
• Foster a culture of continuous improvement within the team, recognising its importance as a business differentiator.

About you

• You will have substantial administration experience in accounting or executive assistant roles.
• Proficiency in various software applications, particularly advanced MS Office skills, and familiarity with database management.
• Excellent communication skills, encompassing both written and verbal abilities, to effectively document and communicate detailed information, conclusions, and recommendations to clients.
• Proven ability to develop and maintain strong relationships with client management, fostering trust and facilitating transparent communication.
• Strong knowledge and expertise in the Microsoft Office suite products.

AFS will offer you

• The ability to bring your true self to work with our genuine commitment to diversity and inclusion, along with our policies like “dress for your day”
• Enjoy working in our hybrid work environment, with the ability to work from home or from our modern offices depending what your day entails
• Develop your career and yourself by attending networking events, participating in leadership training, and receiving ongoing development, support and guidance
• Be a part of our fun culture with our regular social club events, leadership and team building programs
• Benefit from our wellbeing focus, including our Employee Assistance Program, supportive environment, volunteer friendly workplace
• The ability to benefit from our formal and informal Flexibility at AFS policy, allowing work life balance through flexible start / finish times or adjustments to hours of work.

How to apply

Our commitment to the Bendigo Community is a top priority for us. While this position offers the convenience of hybrid work, it's essential to note that it is primarily based in Bendigo. As part of this role, you will be expected to be in the office two days a week.

At AFS we recognise that we’re strengthened by diversity and we’re committed to creating an inclusive culture. We welcome applications from Aboriginal and Torres Strait Islander people, people of diverse cultural backgrounds, those who identify as LGBTQIA+ and workers of all ages.

For further information about us, please visit our website www.afsbendigo.com.au or email ***********@afsbendigo.com.au.

To seize this opportunity, click "Apply Now" by 5 May 2024 and take your first step towards a fulfilling career journey with AFS.