Client Services Assistant

• Accounting Support: Collate income tax returns and financial statements for individuals, companies, trusts, and superannuation funds
• Print Work In Progress (WIP) reports, handle billing worksheets, and complete monthly fees (including write-offs and WIP transfers)
• Compliance & Portals: Manage ASIC lodgements/downloads, process general ATO documents, and handle new client setups
• Wealth Management Administration: Prepare standard correspondence, Statement of Advice (SOA) letters, and "with compliments" documentation for advisors
• General Administration: Manage client appointments, coordinate flights and accommodation, monitor team emails, and provide professional reception cover/lunch relief as required
• Office Support: Prepare meeting and function rooms, handle outgoing mail, and maintain accurate data entry across internal databases

• Essential: Minimum 2+ years of administrative experience working within an accounting or professional services firm
• Essential: Proven experience using Xplan, the ATO portal, and the ASIC portal
• Intermediate to advanced proficiency in Microsoft Word, Excel, and Outlook
• High level of accuracy in word processing and database maintenance
• A current Police Clearance and valid Driver's Licence (both essential)
• Exceptional communication skills with a track record of building strong relationships with both internal staff and external clients
• Strong organisational skills with the ability to manage competing tasks and meet tight deadlines

A Certificate III in Business Administration or higher is highly desirable