
Client Service & Administration Coordinator
O'Connells OBM
Posted 16 days ago
Ready to Make a Real Impact?
At O’Connells OBM, we’re more than an accounting firm - we’re a team dedicated to using business as a force for good. Join one of Australia’s most innovative workplaces as a Client Service & Administration Coordinator, and help us better the lives of those we work for and with.
This varied, hands-on role is ideal for a motivated and highly organised self-starter who thrives in a fast-paced, collaborative environment.
About the Role
As our Client Service & Administration Coordinator, you’ll play a key role in supporting our progressive accounting and advisory practice.
Client-Focused Responsibilities:
- Assist with accounting administration duties, including liaising with clients, managing information requests, and preparing reporting packs.
- Communicate with the ATO and ASIC via online platforms and phone.
- Manage company secretarial tasks, including document preparation, lodgements, and record maintenance.
- Monitor tax return lodgements and assist with workflow management.
- Assist in generating proposals, fixed price agreement renewals, WIP management, and invoicing.
Administrative Responsibilities:
- Greet clients and answer phones with professionalism and warmth.
- Manage mail, emails, and meeting logistics (agendas, minutes, action items).
- Organise events, from internal team sessions to external client functions.
- Maintain client databases, onboard new clients, and oversee occasional client offboarding.
- Oversee office management, including supplies, tidiness, and meeting rooms.
- Take on ad hoc tasks and special projects for the Director, Practice Manager, and Marketing Manager.
What We’re Looking For
You’ll thrive in this role if you:
- Have experience in administration, ideally in an accounting or financial services firm.
- Possess strong communication skills, both written and verbal, and can liaise confidently with a range of stakeholders.
- Are detail-oriented with a focus on accuracy and turnaround time.
- Demonstrate proven organisational skills and excel at managing competing priorities.
- Are highly adaptable and thrive in a fast-paced, evolving environment.
- Have well-developed skills in Microsoft Office (Word, Excel, PowerPoint).
- (Desirable) Are familiar with Xero Practice Manager, FYI, CAS360, Ignition, or ATOmate.
Why Join Us?
- A Collaborative Culture: Join an energetic, friendly team where your voice matters.
- Recognition and Purpose: As a Certified B-Corporation and a “Best for Workers” awardee, we’re committed to creating a positive impact for our clients, community, and team.
- Flexibility That Works: Work primarily in-office between 9 am and 4 pm, with flexibility to support your needs.
- Opportunities for Growth: Contribute to process improvements, gain exposure to innovative practices, and be part of a firm that values your input and initiative.
Ready to Join Us?
If you’re looking for a dynamic, supportive workplace where you can grow your career while making an impact, we’d love to hear from you.
Please upload your resume with a brief covering letter (no more than 3 paragraphs) including a personal story or example that demonstrates how you align with our company’s core values of Care, Curiosity, and Connection.
At O’Connells OBM, we celebrate diversity and create a workplace where everyone feels welcome. We are proud to be an equal-opportunity employer.
About O'Connells OBM
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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