Client Services Support

About Us

Smith Coffey is a well-established accounting and financial services firm committed to delivering exceptional service to our clients. We are seeking a highly organised and proactive Client Services Support Coordinator to join our Client Services team.

This newly created role has been designed to bridge the gap between an Administration Assistant and a Client Services Coordinator, providing key support to the Lead Client Services Coordinator and broader Client Services team.

Working behind the scenes, you will play a vital role in ensuring the smooth delivery of our client onboarding, administration, document management and workflow processes.

This is an excellent opportunity for someone with administration experience looking to take the next step in their career, develop their technical knowledge and become an integral member of a professional services firm.

Key Responsibilities

Client Onboarding & Administration

• Assist with the onboarding of new clients, collating information from meetings, processing documents and engagement paperwork.

• Create and maintain client records within internal systems, account setup with APS and ATO.

• Complete onboarding checklists and ensure all required information has been received.

Document & Workflow Management

• Prepare and send adhoc employee pay day super documents via DocuSign.

• Monitor and manage documents sent via DocuSign, including follow ups on documents being signed.

• Save and maintain electronic client records in accordance with company procedures.

• Monitor workflow queues and ensure tasks are actioned within required timeframes.

Database & Systems Administration

• Update and maintain client contact information and database records.

• Conduct data integrity checks and ensure information is accurate and up to date.

• Assist with the ongoing administration of CRM systems. Supporting system improvement initiatives and workflow enhancements.

Team & Operational Support

• Provide administrative support to the Lead Client Services Coordinator and Client Services team.

• Assist with the coordination and completion of business-as-usual administrative tasks.

• Monitor shared inboxes and action requests in accordance with procedures.

• Client contact via email and/or phone call for taxation work.

About You

To be successful in this role, you will be a highly organised administrator who enjoys working in a fast-paced environment and takes pride in delivering accurate, high-quality work. Interest in Tax & Accounting is highly preferable.

You will bring:

• Previous experience in an administration, coordination or client services support role (preferably)

• Exceptional attention to detail and strong organisational skills.

• The ability to manage multiple tasks and priorities.

• Strong written and verbal communication skills.

• A proactive and solutions-focused approach to problem solving.

• Intermediate to advanced Microsoft Office skills (Word, Excel & APS)

• Confidence learning and working across multiple systems and databases.

• The ability to work independently while also contributing positively to a team environment.

• A commitment to maintaining confidentiality and handling sensitive information appropriately.

Highly Regarded

• Experience within an accounting, financial services or professional services environment.

• Experience in Bookkeeping/Accounting.

• Experience using CRM, practice management or workflow systems.

• Experience with payroll systems.

• Experience with platforms such as ATO and APS.

• Previous 1-2 years administration experience.