Client Services Assistant
Rezonate ·www.rezonaterecruitment.com
Apply directJoin the friendly team at MGI Parkinson! We’re on the lookout for a motivated and team-focused Client Services Administrator (CSA) to support one of our Business Services teams.
In this role, you’ll work alongside a supportive group of three CSA's and collaborate closely with our eight Partners. You’ll be a key part of ensuring our clients receive the high-quality service and experience that MGI Parkinson is known for.
If you enjoy variety in your work, have great attention to detail, and love being part of a professional yet down-to-earth team — we’d love to hear from you!
Your primary responsibilities will be:
Communicating between clients and the accounting team members, addressing client inquiries promptly and professionally and building a strong relationship (some examples could be assisting with client correspondence and enquiries, coordinating PAYG instalments, TFN/ABN/GST registrations and ad hoc requests)
Assist in managing the professional team workflow and capacity
Complete administrative work as required
Australian Taxation Office telephone calls, obtaining information from the ATO portal, correspondence and lodgements
Ensuring proposals are actioned and completed on time
Company & Trust establishment along with ASIC amendments
Month end invoicing, and send invoices to clients
Work with office manager to ensure maintenance of systems and updating of processes to maximise efficiency
Assisting professional staff to deliver reports and structuring on businesses and client affairs
Liaise with clients regards to day to day information required for banking, solicitors and other professional service providers
Adhoc Reception Duties
The attributes we are looking for:
Ability to provide quality service to both our customers and our internal team
Excellent attention to detail
Ability to multitask, prioritise and problem solve
Excellent communication skills (both verbal and written)
Willingness to learn, be proactive and have a growth mindset
Experience within a professional services firm is highly desirable
Work well autonomously and as part of a team
Excellent IT literacy and proficiency with Microsoft Office software applications
Excellent time management skills
MGI Parkinson is based in Subiaco providing accounting and tax, bookkeeping, business advisory and superannuation services to a vast range of clients across various industries.
We aim to help you accelerate your skillset and career through exposure to a broad range of taxation issues and clients. This will fast track your professional knowledge and career progression for both short- & long-term success.
Our approach to servicing clients is simple:
To understand our clients and their businesses
Identify their needs and goals
Guide & advise them to best achieve their goals.
To learn more about us, head to our website – www.mgiparkinson.com.au