This role is pivotal in ensuring clients receive exceptional service and support through a blend of client interaction, administrative duties, and collaboration with internal teams
Job Summary
This role is pivotal in ensuring clients receive exceptional service and support through a blend of client interaction, administrative duties, and collaboration with internal teams.
The position is full-time temporary for a six-month term ending in October 2026, with potential for extension and may require a skills assessment after the interview.
The company values teamwork, innovation, excellence, and ownership, promoting a positive and professional work environment aligned with their core values.
Matching Summary
This role is pivotal in ensuring clients receive exceptional service and support through a blend of client interaction, administrative duties, and collaboration with internal teams.
Skills & Requirements
Must-have
Client onboarding and database setup
Bookkeeping and tax project logging
Client communication and relationship management
Microsoft Word, Excel, PowerPoint and Outlook proficiency
Time management and task prioritization
Use of iFirm Client Portal and Karbon software
Nice-to-have
Positive attitude with desire to exceed expectations
Ability to work independently
Effective verbal, written and electronic communication
Collaboration with internal teams
Upholding confidentiality and professionalism
Reception desk coverage experience
Key Requirements
Full-time temporary position for six months
Proficient keyboarding skills
Ability to meet deadlines
Effective communication skills
Experience with bookkeeping and tax administration