P.A & Client Services Coordinator

Are you an organised, proactive and people-focused professional looking to grow your career in client services? Walshs is seeking a Personal Assistant & Client Service Coordinator to support an Associate and their team, acting as the key link between our clients, accountants and internal stakeholders.

This role is perfect for someone who enjoys managing a busy inbox and diary, coordinating documentation, and providing exceptional service to clients.

About the role:

In this position you will play a crucial part in ensuring our clients receive timely, accurate and friendly support. You’ll manage communication on behalf of the Associate, coordinate essential documentation, keep workflows on track, and maintain strong relationships with clients and external partners.

You’ll also work closely with an offshore administration resource and other client service coordinators within Walshs.

What you will do:

• Manage the Associate's calendar and email inbox
• Act as the main point of contact for clients, handling non-advice queries
• Coordinate and prepare required documents for new and existing clients
• Maintain confidential records and file notes
• Work with an offshore resource to support back-office tasks
• Set up tax files and book tax meetings
• Request information from clients and complete compilations
• Liaise with banks, insurers, brokers, super funds, accountants and advisers
• Draft official correspondence and produce reports
• Handle ATO-related correspondence (deferrals, lodgement lists, remission requests, etc.)
• Monitor job flow and manage client due dates
• Provide general administrative support, including phones, mail, scanning and reception backup

What you need:

• Completion of secondary education - year 12, or equivalent
• 1–2 years’ experience in a client service or administration role
• Excellent written and verbal communication skills
• Highly organised, flexible and able to prioritise effectively
• A willingness to learn and grow within the role
• A proactive mindset with strong problem-solving ability
• A positive team attitude and strong relationship-building skills

About Walshs:

Walshs is a well-established accounting and financial services firm located in Brisbane’s CBD. With over 30 years in the industry, we’re committed to helping clients achieve financial success. We foster a culture of accountability, innovation, and excellence—where teamwork and personal development are prioritized.

As a member of our team, you’ll enjoy:

• Health & Fitness Benefits
• Team-Building Activities
• Professional Development specific to your role
• Opportunities for Career Growth

Our Values:

• Client-Focused
• Reliable
• Honest
• Professional
• Supportive
• Team Player

If you’re eager to be part of a growing firm, contribute to both client service and marketing efforts, and align with our values, we’d love to hear from you! Please submit your resume and a cover letter outlining why you’re the perfect fit for this role.