Client Services Coordinator

We are seeking a proactive and enthusiastic Client Services Coordinator to join our Accounting & Tax team in Traralgon on a full-time basis for 6-months. 

This is a pivotal role suited to a highly motivated professional who takes pride in delivering exceptional reception and client service support.

Your role, your contribution!

• Welcoming clients and managing incoming calls, responding to enquiries and coordinating appointments to ensure seamless service delivery.
• Liaising with advisors, partners and team members to support efficient and high-quality client outcomes.
• Managing a broad range of administrative tasks, including lodging tax returns, handling ATO correspondence and coordinating office supplies.
• Supporting client data management processes, including collating financial statements and tax returns, invoicing, WIP management, liaising with the ATO on various matters and document management.