Client Services Administrator

About the role

You'll provide high-level administrative coordination, management and support to one of the Partners team on a daily basis. Your focus on professionalism, integrity and teamwork will ensure their operations run to the highest standard and their clients, team and practice members feel it.

Key responsibilities

• Team coordination: scheduling partner and team member appointments, screening and attending to incoming calls, supporting the Director and team with day-to-day needs, being a reliable first point of contact for client enquiries
• ATO & compliance: lodgement of tax, FBT returns and activity statements, refund requests, general interest charge remissions and debt payment plans, checking assessment notices and ATO correspondence, managing job starts, finals and return of signed documents
• Client management: maintaining and updating client details in database, onboarding new clients and managing departures, applications for and cancellations of TFN, ABN, GST and PAYG registrations
• Corporate secretarial: managing the ASIC corporate register including share transfers, directorship changes and company formations, establishing new companies, trusts and SMSFs, following up signed ASIC forms, resolutions and minutes, maintaining and developing ASIC procedure documents
• WIP meetings: chairing weekly workflow meetings, preparing agendas and collating job reports, managing the lodgement program and tracking progress
• General administration: typing correspondence and word processing, managing outgoing mail and couriers, scanning, electronic filing and archiving, reception support including greeting visitors and managing meeting rooms

About you

• A client-first mindset with a friendly, respectful and professional approach
• Sharp attention to detail and a commitment to accuracy
• Strong time management and the ability to prioritise competing tasks
• Confidence working both autonomously and within a team
• Clear written and verbal communication skills
• Proficiency in MS Office suite
• An analytical mind with solid problem-solving ability
• A genuine respect for confidentiality, for both clients and the practice

About us

You'll be joining a team that lives by its values of professionalism, integrity and teamwork, not just as words on a wall, but as the way they operate every day. They invest in their people, will support your growth, and make sure no two days feel exactly the same.