Client Services Assistant Job Description Template
Our company is looking for a Client Services Assistant to join our team.
Responsibilities:
- Diary management for the Director/Manager;
- Database maintenance and records management;
- Australian Tax Office liaison and information management;
- Preparation of final accounting/tax packages to client;
- Client liaison regarding documents and information;
- Distribute fruit, milk, and newspapers;
- Assist with office-related events and functions including set up, catering and other requirements as needed;
- Monitoring of Work In Progress (WIP) and debtor management;
- Monitoring workflow productivity;
- Providing relief reception duties;
- Fee preparation;
- General administration functions shared between other administration staff;
- Attending to corporate secretarial matters including processing changes in software;
- Ad hoc tasks and specific requests to ensure the efficient running of the office;
- When required, cover the reception desk and client reception area.
Requirements:
- Intermediate level PowerPoint and Excel skills;
- Excellent inter-personal and communication skills;
- Must be able to work as part of a team as well as on their own initiative;
- Preferably, experience in an office administration role or front of house hospitality roles;
- Takes responsibility for tasks assigned;
- Excellent Attention to detail;
- Excellent time management of self and others;
- Respectful;
- Advanced level Microsoft Outlook skills;
- Excellent organisational and problem solving skills;
- Good literacy and numeracy skills;
- First class customer service skills;
- Accurate typing skills.