Client Service Officer CSO AU Client
Client Service Officer CSO AU Client
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3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
This is a remote position.
- Process daily incoming documents including sorting and saving to our system.
- Prepare ATO correspondence and cover letters.
- Manage ASIC database ensuring accuracy and consistency across all systems.
- Update ATO portal with client information.
- Maintain wellorganised files and records of business activity.
- Handle client correspondence and track records to foster office efficiency.
- Prepare wrapup letters invoices and other documents for clients.
- Liaise with ATO and ASIC to process documents and address client service needs.
- Maintain and update client databases including BAS/IAS/FS lodgements for SMSF and compliance.
- Keep computer databases up to date with accurate client information.
- Collect and input company data.
- Proficiency in Xero
- Prepare documents write and edit company correspondence.
- Act as a personal assistant to the Director managing schedules and appointments.
- Develop and update spreadsheets databases and digital files.
- Maintain current accurate and compliant documentation.
- Undertake any other administrative tasks as required.
Requirements
- Proven experience as a Client Service Officer or in a similar administrative role within an accounting firm.
- Strong understanding of accounting processes and terminology.
- Excellent organisational and time management skills.
- High level of attention to detail and accuracy.
- Proficient in Microsoft Office Suite and accounting software (Xero).
- Strong written and verbal communication skills.
- Ability to work independently and as part of a team.
Benefits
- Australian clients and Australian hours (giving you great experience and an early finish!)
- Work from Home Allowance
- HMO for you AND a dependent from Day 1
- 20 Days Annual Leave and 5 Days Sick Leave
- Government Statutory Benefits
- 13th Month Pay
- Computer Equipment
- Opportunities for growth
- And of course a competitive salary
Minimum 2 years experience in an accounts assistant role within a law firm Experience in Practice Evolve or similar legal software system Experience in legal professional services Proficient in Excel/spreadsheets
Employment Type
Full Time
