Client Services Coordinator

Future Advisory

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:

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