Altus Financial Pty Ltd – Macquarie Park NSWWe are a leading private client advisory firm with 30 years' experience working with SMEs and high net wealth individuals ranging from start-up founders through to established businesses.
You will be an integral part of an AFR top 50 firm with numerous awards for our innovative and integrated accounting and financial planning services.The purpose of our company is to make a positive difference to our clients' financial outcomes.
To do that we deliver a breadth of specialised financial advice tailored to every stage of our clients' financial journey.The people who join Altus want it all - they aspire to do challenging work, look after a great client portfolio, spend time with their equally aspiring workmates, while working to outcomes in a flexible and supportive environment that supports both their work and personal goals.So, we create the environment for them - doing professional services differently.Rather than the traditional professional firms where the professionals spend their careers working crazy hard in environments that don't support them properly - we aspire to be the place where professionals can spend time outside the office on their interests, while still helping clients solve challenging issues, and being supported by up-to-date tech, systems and aspiring people, in an environment that supports flexibility and individualised career plans - where you can progress at your desired pace, working on clients and projects you enjoy.Main Duties:CRM:Liaise directly with designated CRM,



Manager and team on all client matters as requiredLiaise with clients by telephone and email as required including facilitating ongoing client care and arranging client meetingsAssist with, (as directed,) initial debt collection from client and elevate issues/problems where necessaryFollow up CRM and Manager on outstanding mattersAttend to, prepare and send client correspondence and completed client work electronically to clients including:- Send year end Client Packs- ASIC documentation- Monthly and quarterly complianceAdmin:Assist with and enter prospects & opportunities in the CRM system and provide basic business development reporting and support to the teamPrepare electronic mailing and follow up all client engagement & re-engagement documentationPrepare and electronically mail client invoices in accordance with engagementAssist with the preparation of ASIC changes and ASIC Corporate compliance for clients as directedDatabase management – updating NetSuite cloud database for all client dataAssist with client work scheduling and performance through the NetSuite workflow management system,



including monthly billings report with Job ManagerWork with the ATO Team to oversee the electronic lodgement of compliance documents, the client ATO portal accounts and ATO requests for Remission ATO penalties and Payment arrangementsWork with the Corporate Compliance/ASIC team to initiate the establishment of various entities, ASIC registrations, ASIC returns and documentsDesired Skills / Experience:Minimum 5 years' experience in an administrative or client services role; accounting or financial services industry experienceAdvanced Microsoft Office skills and MYOBAESuperior technology skills/knowledge, NetSuite experience is advantageousHighly developed written and verbal communication skillsTime management skills and the ability to multitaskExcellent administrative, organisational and system processes skillsHigh attention to detailA high level of professionalismPersonal Attributes:Ability to manage varying priorities & high-volume workloadIT savvy particularly with Microsoft Office & MYOBAEExcellent communication skills including the ability to communicate effectively by telephone, in writing and in personConfidentiality and capacity for sensitivity, tact and diplomacyOutcomes focussed, with the ability to work under pressure and meet deadlinesDemonstrated ability to widely collaborate and co-ordinate to achieve goalsValues driven with strong personal and organisation valuesDemonstrated ability to work autonomously, and to be proactive and persistentStrong attention to detailNo agencies please.Only Australian Citizens and Permanent Residents eligible to apply.
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📌 Client Services Coordinator (Sydney)
🏢 Altus Financial
📍 Sydney