Client Services Coordinator
Future Advisory
Melbourne, Victoria, Australia
Business Development, Sales / Marketing
Position Overview
The Client Services Coordinator is a Type A organisational genius who maintains relationships with our clients and ensures that the rest of the team is on-top of whatever they need to be on-top of. They will take direction from the accounting team to achieve the tasks accordingly.
Your Role
Duties include but are not limited to:
The Client Services Coordinator is a Type A organisational genius who maintains relationships with our clients and ensures that the rest of the team is on-top of whatever they need to be on-top of. They will take direction from the accounting team to achieve the tasks accordingly.
Your Role
Duties include but are not limited to:
- Managing calendars for appointments and follow up
- ATO mail management
- Hard mail management
- ATO reporting
- ASIC compliance and changes to shareholdings, members and address
- Set up of new entities through NI and preparation of bank kits
- Apply for certificate of duty for new trusts
- Apply for new entities registrations through ABR
- Business Name Registrations and Transfers
- Use ASIC Connect to obtain historical ASIC extracts
- Use ChangeGPS to create organisational charts
- Workcover Applications
- Government Grant Applications
- Manage team incoming phone calls
- Respond to queries of Accounting Team and Clients within required time
- Manage accountability of team members and follow up on tasks required (FYI Docs)
- Managing inbound contact from current clients, potential new clients – whether via phone, online enquiry or email
- XPM management, archive clients who have left
- XPM Reporting
- Set up of new Xero files and chart of accounts, contact client to explain bank feed process
- Supporting Accounting team by liaising with the ATO for any payment arrangements, GIC remission, STP, issuing of AS when required, lodgement issues or other correspondence
- Attending to ATO lodgements
- Packaging of Annual Financial Statements and Tax Returns for clients
- Responsible from start to finish for client onboarding process
- Preparation of Accountants Letters
- Draft Fee Proposals in PI
- Manage monthly FPA invoices twice a month
- Ensure Stripe payments are allocated to correct invoices
- Manage back end of website and online booking system
- Set up / rollover of Quickbooks and MYOB files
- Send daily reminders to the team for birthdays, timesheets etc
- Correspond with marketing team re new team members, provide monthly birthday report and client report
About the company
Company website•Accounting
We're a business advisory and accounting firm for forward-thinkers. Having lived and breathed the accounting industry for years, we know its reputation: unexciting, uninviting and bottom line focused. That’s not what we’re about. At Future Advisory, we don’t just calculate – we communicate. We’re number-crunching, nature-loving, people-focused innovators who want to see you triumph. As experts in all things finance, we’re continually evolving our business to challenge the status quo, better suit your needs and provide tailored support as you embark on your financial journey.