Client Services Admin

Smart Succession Services Fiji is a leading outsourcing firm, specializing in Australian Bookkeeping and taxation services. We are looking for dynamic, driven individuals to join our growing team and play a key role in our ongoing success.

Job Description

• Maintain the client database, including additions, deletions, and updates as neede
• Schedule annual work to meet client needs and ensure efficient resource             management.
• Follow up with clients regarding scope sign-off and payment of any agreed upfront amounts.
• Return client records promptly and securely.
• Prepare and type letters, reports, and other client communications.
• File paper and electronic documents accurately and in an organized                     manner.
• Handle client correspondence with tax authorities, including forwarding               required.
• Schedule and manage appointments and calls with clients, prospects,                 and other stakeholders.
• Prepare fees and assist with billing processes.
• Prepare checklists of required client information.
• Review and check client documents for accuracy and completeness.
• Contact clients to obtain any missing information.
• Log each job on the electronic and visual workflow system.
• Collate and prepare work papers for team members.
• Prepare first drafts of job budgets.
• Monitor work in progress to ensure deadlines and targets are met.
• Assist with lodgments and filing of client documents.
• Monitor workflow to maintain efficiency and productivity.
• Advise clients on tax registration requirements.
• Provide support on income tax assessments and related matters.
• Complete family trust minutes as required.
• Print, bind, and organize finalized client documents.
• Prepare final invoices when work is completed.
• Assist with company incorporations and corporate secretarial matters, including forms.
• Monitor tax due dates and advise clients accordingly.
• Review and follow up on accounts receivable.
• Assist in maintaining and updating internal systems, procedures, and workflow processes.

Qualifications & experience

• Proven administrative experience
• Attention to detail and ability to follow processes
• Ability to manage daily details with big-picture thinking to ensure a truly unique experience, successful experience in a corporate or customer service orientated environment, computer literacy skills including Microsoft suite of products
• Excellent communication skills, including active listening and clear articulation, ability to work individually and as a team, ability to solve problems and alleviate conflicts or escalate tactfully

If you are interested in joining our enthusiastic team, please forward your resume to
admin@smartsuccessionfj.au