25 Aug
|
Fma Partners
|
Melbourne
25 Aug
Fma Partners
Melbourne
Job Description
Client Services
Coordinator/Administrator
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Accounting/Skilled
Services
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At FMA Partners, we help business owners make better decisions, grow successful businesses, and achieve goals that can genuinely change their lives.
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As we continue through an exciting period of growth, we're expanding our Business Support Team and we're looking for a Client Services Coordinator who thrives in a fast-paced environment and enjoys being at the centre of the action. You'll play a key role in delivering exceptional client experiences, ensuring our clients feel supported while helping keep our people, processes, and operations running smoothly.
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FMA Partners is a modern, forward-thinking firm that values exceptional service, strong relationships and continuous improvement. Based in our modern office overlooking Cronulla Beach and directly opposite Cronulla train station, you'll join a collaborative, supportive team where your ideas are valued and your contribution genuinely makes a difference.
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About the Role
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Providing exceptional support to clients and assisting with day-to-day client enquiries and communication.
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Preparing and coordinating client documentation, including engagement letters, proposals, quotations, correspondence and other administrative documentation.
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Manage incoming and outgoing client documentation, including scanning, filing, document registers and maintaining accurate records.
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Support the monthly billing cycle, prepare invoices, and assist with debtor management
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Coordinate team and partner meetings and calls,
ensuring smooth diary management and scheduling across allocated team members.
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Oversee the end-to-end onboarding and offboarding process for clients, creating a smooth, professional and seamless experience.
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Coordinate client job creation, workflow administration and ongoing maintenance of client information and records.
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Regulatory liaison for all correspondence, including checking and forwarding of ATO correspondence and coordination of lodgments on a daily basis.
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Maintaining and updating client information across various systems, including Xero, ABR and ATO records.
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Assisting professional staff with administrative and operational tasks to ensure work is completed efficiently and on time together with organising internal training, meetings and events
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Supporting internal projects, process improvements and business initiatives as required.
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About You
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We're looking for someone who enjoys helping others, takes ownership of their work, and takes pride in delivering a high standard of service. To succeed in this role, you'll have:
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Previous experience in administration, client services, practice support, office coordination or a similar support role.
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Strong organisational skills and exceptional attention to detail.
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Excellent communication skills, both written and verbal.
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The ability to manage multiple priorities while maintaining accuracy and professionalism.
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A proactive mindset with the confidence to identify issues and find solutions.
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Strong Microsoft Office skills, particularly Word, Outlook and Excel.
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Confidence learning and using technology and business systems.
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The ability to build positive relationships with clients and colleagues alike.
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Thrive in a fast-paced, deadline-driven environment, while managing different priorities.
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Experience in an accounting, legal, financial services or professional services environment (highly regarded).
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Exposure to systems such as XPM, FYI, Xero, Annature, and Microsoft products or similar platforms (advantageous).
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Why Join Us?
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Stability and security with a respected firm that has been operating successfully for more than 45 years.
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A supportive team culture where your contribution is recognised and valued.
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Opportunities to contribute ideas and help shape how we work and serve our clients.
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A modern office with water views, located directly opposite Cronulla train station.
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Team retreats, strategy days and social events through our Vibe & Thrive program.
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Participation in our team bonus program.
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Opportunities to broaden your skills, take on additional responsibility and grow your career alongside the business.
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A workplace that embraces technology, innovation and continuous improvement.
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📌 Client Services Coordinator/Administrator - Accounting/Professional Services (Melbourne)
🏢 Fma Partners
📍 Melbourne