Client Administrator  

POSITION OVERVIEW

The Client Administrator is mainly in charge of assisting the Clients Managers with all client work performed under their assigned client list to ensure a high level of service. They will be accountable for preparing client projects for commencement and completion, assisting in the preparation of letters and correspondence with both ASIC and the ATO, monitoring team KPI’s under the direction of client managers, as well as any other client related assistance as instructed.

GENERAL RESPONSIBILITIES:

• Ensure all clients see value in FWOCA. This can be achieved by focusing on the following:
  • Greet clients and visitors at our reception/lobby area to make them feel welcome.
  • Schedule client meetings for the managers to collect all information for all Annual
  • Accounting Package (AAP) jobs where applicable.
  • Schedule client meetings for the directors’ post completion of any client jobs.
  • Ensure all client job information is presented to the relevant team members in accordance with quality of information guidelines.
  • Ensuring client work is completed by the due/expected dates or within a 4-week maximum turnaround time.
• Ensure that client work is prepared in the most effective use of resources. This can be achieved by focusing on the following:
  • Ensure efficient completion within guidelines & in accordance with the FWO job completion procedures. Whether this be AAP, taxation planning, financial advice, or another client service job being engaged.
  • Assist the client managers to ensure budgets and KPI’s are updated and accurate for each client engaged for the relevant reporting period. Whether this be quarterly or monthly.
• Ensure that the team achieves their assigned jobs; individuals’ KPI’s and follows the FWO philosophy. This can be achieved by:
  • Maintaining effective communication with client managers, client reviewers, financial planners, accountants, and the Director.
  • Assisting the client managers with managing weekly team member workflow and capacity allocations within the team.
  • Provide backup support in answering incoming calls as well as maintaining phone messages where applicable.
• Ensure all AAP client work is completed, lodged and delivered before their relevant due dates.
• Deepen knowledge and understanding in Financially Well Organised products and services.
• Lodgement of ATO and ASIC compliance documents.
• Collation of Financial Statements and Tax Returns, as well as various advice pieces for delivery to the client.
• Maintain knowledge and understanding in FWO software to enable streamlined processes. These include, but are not limited to, the following:
  • Tax Agent Portal
  • Now Infinity (ASIC and legal documents)
  • Microsoft Dynamics 365
  • Microsoft Office 365 range of software
  • Xero PM (Microsoft Business Central to replace this)
• Maintaining of relevant CRM, office registers, or client records for the above.

• Candidate must possess at least a Bachelor’s/College Degree in Finance/Accountancy or any related course
• With at least one (1) year of experience in a similar role
• Experience in Australian Accounting or Financial Planning and/or Professional Services is an advantage
• Proficiency in using Microsoft Office, Adobe Sign, Now Infinity and CRM applications
• Ability to be flexible, adaptable and work in fast-paced environment
• Demonstrate commitment in upholding company’s core values and behavioural standards
• Excellent verbal and written English communication skills
• Must be willing to take calls and email inquiries
• Must be willing to work in Bonifacio Global City, Taguig City, in an early morning shift