Client Services Assistant - Must be based in Melbourne

About the job

🌟 Client Services Assistant 🌟

Are you highly organised, personable, and known for getting things done? We’re looking for a proactive Client Services Assistant to play a key role in supporting our managers and staff while delivering an outstanding experience to our clients.

About the Role

As the Client Services Assistant, you’ll be a central point of contact within the firm, providing essential support to managers, staff, and clients across day-to-day administrative tasks and workflow needs.

Key Responsibilities:

• Act as the first point of contact for client inquiries
• Manage inbound and outbound client communications (calls, emails, video meetings)
• Provide administrative support to managers, including diary management and general office tasks
• Assist with ATO, ASIC, and SMSF administration
• Coordinate client onboarding and year-end document collection
• Follow up with clients for information, outstanding documents, and lodgements
• Support BAS lodgements, ITR processing, bookkeeping, and other accounts-related administrative tasks
• Maintain accurate and compliant client records in the database
• Assist with internal workflows and reporting to multiple managers

About You

While experience is valuable, we believe attitude, work ethic, and personality matter most. We’re looking for someone who:

• Has experience in professional services (accounting background ideal but not essential)
• Brings strong administration and client-facing experience
• Communicates professionally, with excellent attention to detail and good manners
• Is confident in making calls and following up with clients
• Works well both independently and as part of a team
• Is reliable, proactive, and takes pride in their work
• Is eager to learn and grow within a professional environment