Client Services Coordinator

About Us

Accru Hobart is an established professional accounting and wealth management practice, based on Hobart’s Eastern Shore.  We provide accounting, taxation, lending, wealth management and financial advisory services to an A+ client base.

About the Role

This role is key to maintaining a professional first impression to clients, and assists the team in maintaining high standards of performance and delivery by:

  • Compiling tax and financial documents (job outs) to send to clients.
  • Preparing invoices, correspondence, reports, fee proposals and other documents.
  • Liaising with the ATO on behalf of clients.
  • Monitoring WIP balances, timesheets, job flow, invoicing and deadlines.
  • Supporting the KPI reporting processes for the organisation.
  • Maintaining and managing client databases.
  • Working as a part of the administration team to provide excellent customer service by answering and directing phone calls.
  • Providing support to the Partners, Business Manager, and broader team.

About You

To be successful in this role, you will:

  • Have excellent organisational and time management skills with the ability to manage tasks and meet conflicting deadlines.
  • Be approachable and professional, with exceptional communication skills.
  • Have outstanding customer service skills with a client-centric approach.
  • Possess strong attention to detail, resilience and enthusiasm when handling difficult or challenging tasks.
  • Be proactive in providing assistance and supporting colleagues.
  • Have experience in a similar role within a professional services environment.
  • Have significant experience with the Microsoft Office software package, including Word, Excel and Outlook.

To Apply

A copy of the position description is available Here.

To apply, please click the Apply Now button, all applications should include a resume and cover letter. 

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