Client Services Administrator / Receptionist

About the role

This is a varied role combining client service administration with reception and general office support. You will be one of the first points of contact for our clients and will also work closely with our accountants and administration team to help keep jobs, documents and client matters moving efficiently.

About us

Nimbus Chartered Accountants is a professional accounting practice based in Osborne Park. We provide accounting, taxation, business advisory, bookkeeping and SMSF services to a diverse range of clients.

We are looking for someone who enjoys working with people and wants to become an important part of our team rather than simply perform a traditional reception role.

About the Role

Your responsibilities will include:

• Answering incoming phone calls and directing client enquiries to the appropriate team member
• Greeting clients and visitors to the office
• Managing incoming and outgoing emails, correspondence and documents
• Assisting with client onboarding and collection of information and documentation
• Preparing and sending documents to clients for signing
• Following up clients for outstanding information and documents
• Assisting with ATO and ASIC-related administrative matters
• Maintaining and updating client records and databases
• Setting up new clients and entities within our practice systems
• Assisting with lodgement and administration of tax returns, BAS and other documents
• Monitoring workflow and helping ensure client jobs progress through the office
• Booking appointments and assisting with calendars where required
• Scanning, filing and general document management
• Providing general administrative support to accountants and other team members
• Assisting with reception and general day-to-day office duties

About You

• At least 6 months' experience working in an Australian public accounting practice
• Current legal working rights in Australia
• Strong organisational skills and excellent attention to detail
• A friendly, professional and confident approach when communicating with clients
• Good written and verbal communication skills
• Confidence answering phones and dealing with a variety of client enquiries
• The ability to manage multiple tasks and priorities in a busy office environment
• Good Microsoft Office skills and the ability to learn new software
• Initiative and the ability to follow tasks through to completion
• The ability to work well as part of a team
• An understanding of the importance of confidentiality when handling client information

Experience with ATO Online Services, ASIC, Xero or similar accounting practice software would be highly regarded.