Client Service Coordinator


TITLE: Client Services Coordinator
REPORTING TO: Business Manager
POSITION PURPOSE
To meet the business’ needs by attending to client service and administrative requirements.

KEY ACCOUNTABILITY
Provide support and administrative assistance to Directors/Partners/Managers/Accountants including:

  • Maintaining client database including additions, deletions and changes as needed
  • Scheduling annual work to meet client needs and achieve efficient resource management
  • Following up with client on scope sign off and payment of any agreed upfront amount
  • Returning client records
  • Typing of letters and simple reports to clients
  • Filing of paper or electronic documents
  • Fee preparation
  • Preparing checklist of information
  • Reviewing and checking client documents
  • Contacting clients for any missing information
  • Monitoring workflow
  • Monitoring tax due dates
  • Reviewing and chasing accounts receivable
  • Systems writing and updating

 

POSITION COMPETENCIES

  • Displays a reasonable knowledge and understanding of a professional office environment
  • Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities
  • Displays each of the following attributes - excellent work ethic / dedication / punctual / initiative / personality / pro-active / attention to detail / organized / self-motivated
  • Confident enough to develop client relationships and build rapport with staff, business partners and clients

 

POSITION QUALIFICATIONS
No formal qualifications are required for this position. However, studies in Business Administration would be highly regarded.

POSITION EXPERIENCE REQUIRED

  • Proven experience in a professional office environment
  • Proven experience with office software such as Microsoft Office
  • Sound knowledge of general administration processes
  • Proven typing ability
  • Proven experience in accounts receivable or payable
  • Maturity and responsibility
  • Experience using accounting systems including: Quickbooks Online
  • Knowledge of and/or experience using: Aero Workflow
  • Workflow management – professional services
  • Experience using Google Applications

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