11 Sep
|
MVA Bennett Pty
|
Melbourne
11 Sep
MVA Bennett Pty
Melbourne
Summary:
At MVA Bennett the Client Support Officer plays a crucial role in ensuring exceptional service delivery to our clients within the professional accountancy sector. Based in Melbourne CBD, this permanent, full-time position is designed for an individual with a strong background in client relations within accountancy practices. The successful candidate will contribute to the overall client experience, fostering long-term relationships and supporting the firm's business objectives.
Responsibilities:
Preparing and reviewing checklists of information required for client engagements, including contacting clients directly for outstanding information.
Providing administrative assistance across all divisions.
Assisting with covering reception duties when required.
Setting up recent jobs and client files in the practice management system.
Maintaining and updating the client database.
Assisting with scheduling of the annual work program.
Returning client records and source documents in a timely manner.
Typing correspondence, letters and emails, and preparing reports.
Filing paper and electronic documents in accordance with firm procedures.
Managing correspondence with the Australian Taxation Office (ATO) and ASIC.
Organising client and internal meetings.
Preparing client fees and assisting with debtors.
Monitoring Work in Progress (WIP) and flagging variances to the relevant Manager.
Preparing and lodging documents with government agencies.
Assisting with monitoring and coordinating team workflow.
Assisting with tax and ASIC registration requirements for clients.
Printing, collating and binding client documents.
Assisting with the incorporation of companies and trusts.
Supporting corporate secretarial matters and assisting the teams.
Skills and experience:
Minimum of 3 years' experience in a client support or account management role, preferably within the accountancy sector.
Strong communication and interpersonal skills, with the ability to build rapport with clients and team members.
Proficient in using client management software and Microsoft Office Suite.
Excellent problem-solving skills and attention to detail.
Ability to work independently and as part of a team in a fast-paced environment
This role is predominantly based in our CBD office with one day work from home per week.
MVA Bennett has built an exceptional company culture and employee benefits including a discount program with over 500 retailers. Our team members genuinely working together and support one another. Our office is well positioned in the CBD with easy assess to public transport and Flagstaff Gardens.
Only citizens and permanent residents can be considered for this role.
📌 Client Support Officer (Melbourne)
🏢 MVA Bennett Pty
📍 Melbourne