Client Services Administrator

About Us

We are a modern practice with a dynamic team. Our vision is to empower our clients to make informed decisions achieve excellent results and to ultimately live their dreams. The business aspires to continuous improvement to deliver best practice Accounting, Business Advisory, and SMSF services for clients. We are currently seeking to employ an energetic, proactive new team member to join our administration team. 

About our team

Our team are our best asset. It is our amazing team that enable the company to deliver exceptional value to our clients.

Empowering our team and our clients is in the essence of our vision and culture. We focus on helping our team to learn and grow and to develop their careers and become the best version of themselves.

About the role

Join Lowry's Accountants as a Client Service Officer. In this part-time role, you will be responsible for providing exceptional administrative and office support to assist in the smooth running of our operations.

What you'll be doing

• Reception duties

• Liaising with clients

• Mail duties - incoming and outgoing

• Administration Support to the Accountants

• Company and Trust Set Ups

• Data Entry

• Collation of financial statements and tax returns 

• Liaising with the ATO and use of ATO portal

• Generating of clients and updates to client info in Xero and Xero Practice Manager

• Preparation of engagement letters via Ignition.

• Sending tax returns for signatures to clients

• Lodging tax returns

• Handling of ATO correspondence such as NOA's, payment slips, and payment plans

• Use of email, MS Teams and phone correspondence

• Generating and responding to ethical letters

• Follow up on outstanding invoices and signatures

• Onboarding new clients and gathering the relevant information required to complete their engagement

• Corporate Secretarial Management

• ABN Application and Business Name Renewals

What we're looking for

• Experience in office administrative role

• Excellent communication and interpersonal skills, with a customer-focused approach

• Strong organisational and time management abilities, with the capacity to multi-task

• Confident in using Microsoft Office suite and other office software

• Ability to work independently and as part of a team

• Adaptability and a proactive problem-solving mindset

What we offer
At Lowry's, we are committed to providing a supportive and enriching work environment. You'll have access to ongoing training and development opportunities, a competitive salary, and a range of employee benefits, including flexible work arrangements and a collaborative team culture.

• Well located with onsite parking;

• Committed and friendly team;

• Training and support.

Skills and experience

The Ideal Candidate:

• Strong administration skills;

• Social and outgoing nature who has a team player mentality;

• The ability to join in, and add to, the positive culture of our practice;

• You will be reliable, hands-on and energetic about your role;

• High attention to detail;

• Ability to prioritise and strong time management skills;

• Confident in Microsoft Office Suite;

• Have exceptional customer service skills and a positive "can do attitude";

• Have excellent presentation and communication skills;
  

To apply please forward your resume via Seek and answer the questions requested.