Client Services Administrator
Core
Front-line client service and detailed coordination for an accounting practice, supporting accountants with document preparation, government liaison, and client record management.
Role type
Client Services Administrator
Builds
Client communication, document packs, and entity establishment records for business owners and SMEs
Domain
Accounting and Business Advisory
Required skills
Client communication, Government agency liaison, Document preparation, Entity establishment, Record maintenance, Deadline monitoring, Office administration, Process improvement
Preferred skills
Experience with company/trust establishment, Familiarity with Xero ecosystem, Automation/AI tool usage
Technologies
Xero, Xero Practice Manager, ATO SmartDocs, FYI Docs, BGL CAS 360, Simple Fund 360, FuseDocs, FuseSign
Responsibilities
Acting as first point of contact for client enquiries, Liaising with ATO and ASIC, Preparing and lodging ASIC forms, Maintaining accurate client records, Monitoring deadlines and following up actions, Supporting reception and general office administration
Seniority
Mid-level, hands-on IC