DIONIE LIPPIS
SENIOR ACCOUNTANT
Freedom = Travel
Do you want in?
Please meet Dionie, Collins SBA
Dionie was a reserved child during school and grew her confidence as a drama student and an 19 year old leaving home with friends for an language exchange program in Taiwan. Fast forward, and Dionie continually challenges her personal and professional growth by taking on something new. Currently she is working full-time, studying to be a CPA and baking olive bread in her spare time. Her family and friends are willing ‘test’ participants.
Client Services Coordinator
Collins SBA is an employee-owned accounting, business coaching, and financial planning company with a great team and big goals. We’ve set our sights high and we’re looking for a Client Services Coordinator to help us achieve our vision.
As a Client Services Coordinator, you are the go-to person for clients when communicating with our team and coordinating work. This role offers sought-after flexibility. What matters to us is the impressive results you achieve. Full-time or part-time employment is offered, and we’re open to hearing what works for you. This roles presents the opportunity to have both the lifestyle you deserve and the professional satisfaction you crave.
Please meet Lydia, Collins SBA
What we value at Collins SBA
Our team and clients are our priority.
We go above and beyond.
We achieve more together.
We do the right thing & deliver on promises.
Courage to lead the way.
Our team is made up of diverse thinkers and clever and fun people. We are absolutely convinced that teamwork fosters healthy work relationships that are based on trust, care, collaboration and innovation.
Our purpose is to let your superpower shine, be curious about learning, value and feel confident about growing with us and provide important support to people like Dionie.
Ok. Please tell me more about the role . . .
Team Experience
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You will jump in regularly and attend team meetings and workshops to brainstorm with your team on how to improve a process, adopt new technology or create a better experience for our clients
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Learning and development opportunities come up all the time and most importantly you will check in with the people you work with to see how they are going
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You will help our Reception team by regularly providing support during break times or a day off. Welcoming clients and team members to the office with a big smile and warm hello is important to you. Warning: You may experience FOMO when you are not here!
Client Experience
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With the support of your team, you will have responsibilities spanning client contact, compliance obligations, administration of client accounts and files, and implementation and monitoring of financial advice
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You will remain curious about utilising technology and software to be successful in the role and with a goal of providing a remarkable experience
Learning and growth
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You will be genuine and enthusiastic about connecting and communicating with people
- We love to learn at Collins SBA, so we will encourage and support you on your own continuous learning and growth journey which may include short courses, conferences and undertaking additional study. We support you by funding these opportunities and providing paid time off to make it happen.
Ok interested, what do I need?
- Ability to effectively communicate ideas verbally and in writing
- Exceptional analytical and problem-solving skills
- Attention to the detail because you are all about quality
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You will be approachable, committed, organised and resourceful
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You genuinely like connecting with other people
- Highly determined and motivated with a track record of success.
- Team focused, with a deep understanding that more can be achieved by working together.
- Adaptable to change and embracing of innovation and creativity.
- Approachable, committed, organised and resourceful.
Is my educational background important?
- Competent in Microsoft Office is preferred
- Certificate, Diploma, undergraduate, or recent graduate with a knowledge area such as (but not limited to), accounting, economics, business, finance,
- Be competent and curious about utilising technology to help you be successful in your role
Do you want in?
Would you like to find out more about us?
Freedom inspires our people.
Let’s work to secure freedom for you too.
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