Client Services Assistant | Work From Home | Day Shift

Build Your Global Career in Australian Accounting and Financial Services

Turn meticulous administration into meaningful business impact within Australia's accounting and financial services industry. The Client Services Assistant connects clients, accountants, and compliance processes, ensuring every interaction and record supports confident decision-making. Develop sought-after international expertise, help a respected practice deliver personalized service across Western Australia, and grow long term with Emapta's premium top 1% career experience and supportive culture.

Snapshot

• Employment Type: Full-time
• Work Setup: Permanent Work From Home
• Shift: Day Shift, Weekends Off

Benefits

• Competitive Salary Package
• Day Shift schedule
• Fixed weekends off
• Permanent WFH arrangement
• HMO coverage with free dependent upon regularization
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit: https://emapta.com/training-calendar/)
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer!
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more!)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

Qualifications

Experience

• 1-3 years of experience in administration, client service, or office support
• Hands-on use of business systems and Microsoft Office
• Previous work in a professional services environment is desirable
• Demonstrated capability in maintaining records, documentation, or client information is desirable
• Background in public practice accounting, legal, consulting, or another compliance-driven environment is highly regarded

Skills

• Strong administrative and organizational skills
• Exceptional attention to detail and accuracy
• Proven ability to follow documented procedures and processes
• Effective written and verbal communication skills
• Sound capability to manage routine priorities and meet deadlines
• Excellent customer service skills
• Intermediate proficiency in Microsoft Office
• Confidence in navigating multiple business systems and databases

Knowledge

• Knowledge of general office administration practices
• Understanding of client service principles
• Familiarity with document and records management processes
• Proficiency in practice management and document management systems
• Awareness of ATO and ASIC administrative processes
• Exposure to professional services operating environments

Qualifications, Licenses, and Education

• Current National Police Clearance
• Relevant studies in Business Administration are desirable
• Formal qualifications in administration or customer service are advantageous

Responsibilities

Client Records and Administration

• Maintain accurate client information across business systems and databases.
• Coordinate client onboarding, account maintenance, and offboarding activities.
• Prepare client documentation using approved templates and procedures.
• Handle general administration and client correspondence.
• Process incoming and outgoing client documentation.

Administrative Support

• Complete administrative tasks for accountants, managers, and the Client Services team.
• Manage electronic signing processes and document distribution.
• Organize client files and documentation for review, signing, or lodgement.

ATO Administration

• Assist with TFN, ABN, GST, and PAYG registrations.
• Administer ATO correspondence and portal activities as directed.
• Fulfill compliance-related administrative requirements.
• Communicate with the ATO regarding client matters.

ASIC and Corporate Secretarial Administration

• Process company registrations, annual reviews, and company changes.
• Coordinate business name administration and corporate compliance activities.
• Facilitate trust, company, and SMSF administration and setup requirements.
• Perform compliance program tasks and related administrative activities.

Document Management

• Compile documents and client packs.
• Maintain organized electronic and physical filing systems.
• Store records accurately and ensure they remain easily retrievable.
• Follow established document management and recordkeeping processes.

System Maintenance

• Verify that information entered into business systems is accurate and current.
• Maintain workflow records as directed by the Client Services Coordinator or Senior Client Services Coordinator.
• Update client contact information as instructed.

Client Communication

• Respond to routine client administration enquiries.
• Address client requests involving documents, signatures, and information requirements.
• Coordinate meetings and diary requirements.
• Deliver a professional and welcoming client experience.

Reception Support

• Handle incoming calls and visitor enquiries when required.
• Arrange meeting preparation and hospitality requirements.
• Promote a professional office environment.

Workflow Administration

• Complete assigned administrative tasks within agreed timeframes.
• Support Client Services Coordinators with workflow progression and administrative follow-ups.
• Monitor allocated tasks and escalate issues affecting completion.
• Record accurate workflow information in practice management systems.

Team Support

• Collaborate effectively with the Client Services team and accounting staff.
• Manage overflow work and priority administrative tasks when required.
• Implement approved systems, templates, and process improvements.

About the Client

Our client is a progressive Australian accounting and financial services firm with more than 25 years of experience supporting businesses throughout Western Australia. Its expertise spans taxation, superannuation, business accounting, and strategic advisory services for organizations ranging from emerging enterprises to multimillion-dollar operations. Known for personalized relationships, proactive guidance, ethical practices, and clear communication, the firm transforms complex financial information into practical strategies that improve tax efficiency, strengthen performance, and support sustainable growth at every stage of business development.

Join the Top 1% Talent. A better career. A better life.

Welcome to Emapta Philippines: home to professionals who choose growth, balance, and impact. Recognized as one of HR Asia's Best Companies to Work For in Asia 2025 and winner of Inspiring Workplaces Australasia 2026, Emapta offers more than opportunities -- it provides a career environment where people thrive. Collaborate with global teams, build meaningful expertise, and grow in a culture that prioritizes both performance and well-being.

Apply now and experience the difference!