Client & Administration Assistant

Are you someone who thrives on providing great client service and working in a supportive team environment? This role offers an exciting opportunity to progress your career.

About Us

We are a dynamic and forward-thinking accounting and business services firm with offices across Australia, including Sydney, Melbourne, Brisbane, Perth, Adelaide, Bathurst, and Dubbo. Our mission is to provide exceptional service and empower clients to achieve holistic financial wellness.

When you join us, you'll be part of a team that values collaboration, growth, and making a difference for our clients.

Why This Role is for You

Career Progression: Gain valuable training and guidance to support your growth, regardless of your background and experience.

Inclusive and Supportive Culture: Be part of a supportive team that values collaboration and innovation.

Competitive Benefits: Enjoy a competitive salary package and quarterly Wellness Days to promote work-life balance.

Your Day-to-Day

As a Client & Administration Assistant, you'll play a crucial role in delivering exceptional service to our clients and providing administrative support. Key responsibilities include:

• Acting as a key contact for clients, fostering trust and strong relationships.
• Processing physical mail received, and assisting with the management of ATO due dates, lodgements and reporting.
• Ensuring the timely completion of administrative work associated with the delivery of accounting services to clients.
• Supporting the preparation of proposals, setup of jobs, and billing of clients.
• Collaborating with internal teams to deliver seamless, high-quality service.
• Taking ownership of processes and finding solutions to ensure an outstanding client experience.

Who We're Looking For

We value people with:

Strong Client Focus: You enjoy engaging with clients and building meaningful relationships, and have excellent written and verbal communication skills.

Attention to Detail: You're organised, committed to delivering high-quality work, and can manage multiple priorities.

Teamwork Skills: You thrive in a collaborative environment and are happy to pitch in to get the job done.

Initiative: You have a proactive mindset, take ownership of tasks and are confident in suggesting better ways of working.

While prior experience working in an accounting firm that uses Xero Practice Manager will be highly regarded, it's not a requirement. Provided that you have previous experience working in a customer service or administrative role, the right attitude and a willingness to learn, we’ll provide the training and support you need to succeed.

Next Steps

Ready to make a difference and grow your career? Click "Apply Now" to take the first step toward an exciting journey in financial services!