Client Services Assistant

Client Services Assistant

Eleven Plus Studio Pty Ltd is seeking a Client Services Assistant to join their team in Brisbane, QLD. This is a part-time, onsite position with a salary range of $60,000 – $70,000 per year.

Duties and Responsibilities

Administration

• Maintain the Client Database, including:
• Client additions
• Client deletions
• Receiving client records
• Checking the completeness of client records
• Returning client records
• Type client letters and reports.
• Manage all filing.
• Produce reports to assist with workload management.
• Assist in answering incoming telephone calls.
• Maintain accurate and detailed timesheets.

Operations

• Assist team members with a range of tasks, including:
• Acting as the first point of contact for client queries.
• Handling client and ATO correspondence.
• Fee preparation.
• Preparing checklists of information required for business clients prior to visitation.
• Reviewing and checking client source documents upon receipt against checklists.
• Contacting clients for missing information or general queries.
• Following up on missing information 5-10 days later if still not received.
• Logging each job on the Job Register and noting its status (incomplete or ready to commence).
• Collating standard work papers for accountants, including marking up last year’s comparatives on the work papers.
• Preparing draft job budgets based on last year’s costings, with assistance from a partner/manager.
• Monitoring Work in Progress (WIP).
• Monitoring BAS lodgements.
• Monitoring team workflow and maintaining team calendars.
• Advising clients on ABN and GST registration.
• Advising clients on PAYG instalment obligations.
• Advising clients on Personal Income Tax Assessments.
• Advising clients on Tax File Numbers.
• FBT completion procedures.
• Reviewing and forwarding client running balance accounts from the ATO.
• Printing and binding finalised annual financial statements, taxation returns, and other client reports.
• Incorporating companies.
• Completing annual company returns.
• Attending to all ASIC matters, including the completion of ASIC Forms.
• Monitoring work checklists to meet ATO due dates.
• Acting as the contact person for the ATO for all registrations, cancellations, portal problems, and assessment problems.
• Reviewing debtors at the end of the month and advising the debt collection person which clients require follow-up for payment.

Relationships

• Embrace the business’s mission.
• Understand how the business works with and builds relationships with its clients.
• Adhere to client service standards.
• Professionally handle client queries and complaints.
• Be familiar with the firm’s area of operations.
• Conduct business in compliance with ethical practices.
• Adhere to the Health and Safety Policy.

Experience & Qualifications

• No formal qualifications are required.
• Experience in Australian accounting firms is essential.
• Candidates must demonstrate strong, practical experience in an office environment, dealing directly with professionals and their clients.
• Strong computer skills are a prerequisite.

Skills, Abilities, and Knowledge

• Strong organisational skills and the ability to work unassisted and as part of a motivated team.
• Ability to work to deadlines.
• Ability to deliver on agreed key performance indicators.

Personal Qualities

• Highly organised with exceptional attention to detail.
• Excellent communicator and team player with a “can-do” attitude.
• Customer-focused approach.
• Professional approach to the preparation and presentation of business outcomes.
• Enjoy working as part of a team.
• Outcome-focused with highly developed problem-solving skills.
• Entrepreneurial approach.