Client Services Assistant

DRAFT FROM EH TO BE UPDATED WHEN JD CONFIRMED

Summary:

The Client Services Assistant plays a vital role in supporting our accountancy firm by providing exceptional service to clients and assisting with various administrative tasks. This entry-level position is ideal for individuals looking to start their career in accountancy, offering opportunities for professional growth and development within a dynamic team environment in Mount Lawley, Western Australia.

Responsibilities:

• Assist clients with inquiries and provide information regarding services offered
• Support the accountancy team with administrative tasks, including data entry and document management
• Maintain accurate client records and ensure confidentiality of sensitive information
• Coordinate appointments and manage the scheduling of client meetings
• Prepare and distribute client correspondence and reports as required
• Assist in the preparation of financial documents and presentations
• Contribute to the continuous improvement of client service processes

Qualifications:

• High school diploma or equivalent; further education in business or accountancy is an advantage
• Previous experience in a customer service or administrative role is preferred but not essential
• Strong organisational skills and attention to detail
• Excellent verbal and written communication skills
• Proficient in Microsoft Office Suite (Word, Excel, Outlook)
• Ability to work effectively in a team and independently
• A proactive attitude and willingness to learn