26 Sep
|
Clear Tax
|
Victoria
26 Sep
Clear Tax
Victoria
Job Description
Client Experience & Practice Coordinator
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Be the voice and first impression of a growing accounting practice
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Are you confident on the phone, excellent with emails and naturally good at helping people?
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We are looking for a highly organised and energetic Client Experience & Practice Coordinator to join our busy accounting practice in Point Cook, Victoria.
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This is much more than a traditional reception role. You will be at the centre of our daily operations—speaking with clients, managing enquiries, coordinating appointments and supporting our accounting team to deliver a smooth client experience.
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No two days will be the same. You will need to be comfortable managing a busy phone line, responding to emails, following up documents and keeping things moving.
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Be the voice and first impression of a growing accounting practice
n
Are you confident on the phone, excellent with emails and naturally good at helping people?
n
We are looking for a highly organised and energetic Client Experience & Practice Coordinator to join our busy accounting practice in Point Cook, Victoria.
n
This is much more than a traditional reception role. You will be at the centre of our daily operations—speaking with clients, managing enquiries, coordinating appointments and supporting our accounting team to deliver a smooth client experience.
n
No two days will be the same. You will need to be comfortable managing a busy phone line, responding to emails, following up documents and keeping things moving.
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What you will be doing
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Managing a high volume of incoming phone calls and emails.
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Providing professional and friendly assistance to clients.
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Understanding client enquiries and directing them to the right team member.
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Booking and coordinating client appointments.
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Following up clients for outstanding information and documents.
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Maintaining accurate client records and internal systems.
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Supporting accountants and advisers with administrative tasks.
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Assisting with day-to-day office coordination.
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Helping create a positive, organised and professional office environment.
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What we are looking for
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We are looking for someone who is:
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An excellent communicator with a confident telephone manner.
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Friendly, skilled and genuinely enjoys helping people.
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Highly organised and able to manage competing priorities.
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Calm and composed in a fast-paced environment.
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Reliable, proactive and attentive to detail.
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Comfortable using computers, email and office software.
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A quick learner who enjoys working as part of a team.
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Professional and respectful when dealing with confidential information.
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Previous experience in administration, reception, customer service or a professional services environment will be highly regarded. Experience in an accounting practice is desirable but not essential.
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Why join us
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Join a growing and professional accounting practice.
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Work in a friendly and supportive team.
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Enjoy a varied and client-focused role.
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Receive training and learn about the accounting and professional services industry.
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Build valuable administration, communication and practice-management skills.
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Opportunity for future career progression.
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Location
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Point Cook, VIC
📌 Client Experience & Practice Coordinator (Victoria)
🏢 Clear Tax
📍 Victoria