Client Services Coordinator / Office Administrator

About the role

Wealthcrest Accountants is a growing accounting and advisory firm based in Bella Vista, Norwest Sydney. We work with small businesses, investors and individuals across Australia, providing accounting, taxation and advisory services. You will be an important link between our clients, director and accounting team, helping keep client matters, workflows and communication moving efficiently.

Key responsibilities

• Managing incoming phone calls and emails in a professional and friendly manner
• Acting as a key point of contact for clients and providing updates on the progress of their matters
• Following up clients for outstanding information, documents and approvals
• Liaising with the ATO by phone and correspondence on behalf of clients
• Coordinating communication between clients, the director and accounting team, including offshore team members
• Managing the director's calendar, meetings and appointments
• Assisting with new client onboarding and engagement documentation
• Coordinating new company, trust and other entity setup processes
• Using practice management, workflow and billing systems such as Xero Practice Manager and Ignition
• Maintaining accurate client records, workflow notes and internal documentation

About you

• Proactive, switched on and comfortable taking ownership
• A confident communicator with excellent people skills
• Professional and friendly when dealing with clients
• Highly organised with strong attention to detail
• Comfortable managing multiple tasks and changing priorities
• Able to follow matters through without constant supervision
• Reliable, adaptable and willing to learn
• Confident using technology and keen to learn new software and systems
• Around 5+ years' experience in office administration, client services, executive support or a similar coordination role
• Strong Microsoft Office skills

Benefits

• Full-time permanent position
• Competitive salary of $75,000–$80,000 + super, depending on experience
• Modern Bella Vista office with free onsite parking
• A varied role with genuine responsibility and autonomy
• Direct exposure to the director and broader accounting team
• Training and support with accounting-practice systems and technology
• Supportive and professional working environment
• Opportunity to contribute to systems and process improvements
• Long-term career opportunity within a growing accounting firm
• Genuine pathway into Office Manager / Practice Manager responsibilities

Why Join Wealthcrest?

This role will suit someone who wants more than a routine administration position.

You will have the opportunity to become an important part of the day-to-day running of the practice, build strong relationships with clients and the team, and grow your responsibilities as the firm continues to expand.

If you are proactive, organised, confident with people and enjoy making sure things get done, we would love to hear from you.