Administration Assistant / Client Services Officer
Core
Senior administration and client services coordination within an accounting and advisory firm.
Role type
Senior IC administration and client services officer
Builds
Client files, records, engagement letters, and administrative workflows for accounting clients
Domain
Accounting and professional services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Client onboarding, file management, correspondence preparation, stakeholder liaison, ASIC/ATO administration, Microsoft Office proficiency, multi-tasking
Preferred skills
Experience in accounting/legal/financial services, tertiary qualifications in business/commerce, confidence with multiple software systems
Responsibilities
Managing client files and workflow, preparing engagement letters, liaising with clients, assisting accountants with client matters, handling ASIC and ATO administration
Seniority
Mid-level, hands-on IC