Job Description

The Firm:

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Our clients are a fun Accounting and Financial Planning firm based in Greenwich. They service a wide range of SME clients across varying industries. We provide a full service offering including Accounting and Taxation, Financial Planning and Mortgage Broking.

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You must have excellent communication skills and have experience working in a financial services firm. You will be working from our beautiful Greenwich office, overlooking Sydney harbour and beyond, close to public transport options. We are flexible with part/time school hours for the right candidate.

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The Role:

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As a highly valued member of our team, you will love being the FRONT FACE across all our divisions. You will provide a warm and welcoming experience to all our clients and visitors.

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- Managing the admin, reception, accounting support and marketing email inbox
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- Scanning, filing and returning of client documentation
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- Distribution and following up of invoices
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- Adding, removing and maintaining client details on our databases
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- Managing client appointment schedules
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- Meeting rooms maintenance
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- Collecting, scanning and distribution of physical mail
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- Downloading and distributing Centrelink, ASIC and ATO electronic correspondence.
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- Ordering office and catering supplies
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Experience:

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- Previous reception/administration and client facingexperience in a public practice accounting firm / financial services
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- Ability to delegate tasks and monitor progress to ensure deliverables are met
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- Accounting software experience highly regarded
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- Robust values and ethics consistent with our company values
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- MUST be Australian Citizen to Apply
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📌 Client Service Officer - Accounting (New South Wales)
🏢 CANDOR Recruitment
📍 New South Wales