Office Administrator/ Client Services Officer

Coastal View Financial Services  is a well established accountancy firm providing a full range of business & taxation advisory, financial and Asset & Estate planning services to business owners, families & individuals. We are a regionally based Accounting Practice in Cowes VIC , however our client base is spread demographically across Australia.

Job tasks and responsibilities

The Role 

We are seeking the services of an energetic, self motivated person to take up a full time Client Services Co-Ordinator / Office Administration position.

This is a fantastic entry level opportunity and you will play an integral role in the running of our small yet progressive Accountancy practice. This can be a career entry opportunity for the right person.   

Job Tasks and Responsibilities include but not limited to;

• Customer service both over the phone, email and in person.
• Provide administrative support to the Financial Services team; including scanning and filing documents, maintaining registers and office reception duties.
• Organising appointments and meetings.
• Preparation of client documentation, both electronic and paper form.
• Processing of company compliance documentation. 
• Accounts receivable processing.

Assist with other administration duties as required.

Skills and experience

Ideal Applicant 

The ideal applicant shall possess excellent computer skills and be proficient in all Microsoft office applications, be a confident communicator with a strong focus on attention to detail, efficient time management skills, and have an ability to work unsupervised. An important aspect of the role is to liaise effectively with the Financial Services team and assist and take responsibility with the transition of completed workflow from the Financial Services team to the client, through to lodgement etc. 

Remuneration shall be negotiated depending on qualifications and past experiences. 

Please submit applications including current resume and cover letter via Seek, or;

Marked private and confidential to;

Email; *****@coastalview.com.au