Your new company

Hays are proud to be partnering with a professional advice practice located in Adelaide, this dynamic team specialises in providing tailored financial solutions and strategic advice to help clients achieve their financial goals. With a strong focus on personalised service, they offer expertise in areas such as wealth management, investment strategies, and financial planning. Their commitment to excellence and client satisfaction ensures that each client receives the highest level of professional guidance and support. Whether you’re looking to grow your investments, plan for retirement, or navigate complex financial landscapes, this team is dedicated to helping you succeed.

Your new role

Your new role as a Client Services Coordinator you will join a busy firm situated in the heart of the Adelaide CBD. You will be an integral part of a renowned firm responsible for duties not limited to:

• Act as a key contact for clients and accountants, ensuring smooth communication and efficient handling of client work.
• Manage client onboarding and offboarding processes, including database updates and ethical letters.
• Handle ATO correspondence, including mail queue monitoring, payment plans, GIC remissions, and deferrals.
• Support workflow management by tracking jobs, generating reports, and assisting with capacity planning.
• Prepare and distribute internal reports, monitor lodgement obligations, and keep the team informed of deadlines.
• Process client billing and invoicing, ensuring accuracy and timely completion of monthly cycles.
• Coordinate corporate compliance tasks such as company changes, ASIC reviews, and entity setups.
• Provide general administrative support, assist with staff training, and contribute to system improvements.
• Manage reception duties, mail distribution, meeting room readiness, and client hospitality.
• Organise and participate in staff events and social club activities, including budgeting and event coordination.

What you'll need to succeed

To be considered for this role, you will meet the following criteria:

• Previous Client Services or administration experience within an accounting firm.
• A customer centric focus
• Proficiency in Microsoft Office suite and other relevant software
• Excellent communication, interpersonal and organisational skills
• Efficient time management and prioritisation skills
• Capability to work independently
• Ability to demonstrate initiative

What you'll get in return

In return for your hard work and dedication, you will enjoy:

• A fantastic permanent opportunity with a reputable firm.
• An attractive salary
• A supportive workplace culture

What you need to do now

Tanya Murray is currently recruiting this exciting permanent opportunity so if this sounds like the role you have been looking for and hold all the above requirements, apply ASAP via the link. At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from a diverse background to apply.