AddressAt RDA Accountants & Advisors, we are the trusted partner to ambitious business owners. More than numbers, our mission is to actively contribute to the economy empowering a better society.
Are you seeking ongoing learning, development, and support? This is a great opportunity for a Client Services Officer to join the team.
Our values:
- Trust: Be reliable, say what you mean and mean what you say,
- Win-win: Ensure everyone wins from each interaction,
- Clarity: Only start when there is a clear end goal.
- Growth: Solve bigger problems tomorrow than you solved yesterday.
- Timeliness: Be quick, but don’t rush.
- Ownership: Treat client’s money like it was your money.
- Outcomes: Focus on solving the problems that weren’t prevented.
- Efficiency: Only introduce complexity when required.
Our approach:
We are committed to our vision of:
- Grow a trusted eco-system that delivers clear, consistent value for all.
- Partner with clients to build stronger futures for our people.
- Work collaboratively to create more opportunities for tomorrow’s team members to join a winning team.
On offer:
- Join a modern and consistently growing firm.
- Flexible working arrangements available.
- Industry leading salary package.
- Work in a supportive team.
- Professional development and ongoing training to achieve your career goals.
The role:
As our new Client Services Officer, you will support the Accounting Services team in delivering quality outcomes for clients. The role will report to the Administration Manager and will be accountable for the following:
- Act as the first point of contact for clients including reception duties, ensuring smooth daily operations.
- Support the end-to-end administration requirements of the client files in a fast-moving environment.
- Corporate secretarial work, ATO communications and lodgements.
- Support a team of Accountants with specialised administration support.
- Onboard new clients, including but not limited to preparation of engagement letters, tracking ethical responses and setting up client groups.
- Coordinate mail and weekly workflow allocations for the accounting team appropriately using investigative skills and apply client knowledge.
- Preparation and collation of documents on behalf of Accountants.
- Preparation of collations and invoices.
- Complete ad-hoc tasks and other duties, as required.
Who are we looking for:
This is an opportunity for a career-minded, experienced administrator seeking to join a well-established firm that will continue to invest in your development.
To be successful in this role, you'll need the following:
- A proven track record of providing outstanding administrative support within a public practice.
- Experience with Xero or similar job management platforms.
- Excellent reporting, presentation and communication skills.
- The ability to work autonomously and manage competing priorities.
- The ability to adapt to change quickly and problem solve.
- Attention to detail.
- Techy savvy and able to adapt to new systems.
This role is for you if you are a driven individual who value career development and is passionate about relationship management and client experience.
The next step:
Please apply below. We look forward to hearing from you.
