Clarity Partners have partnered with a boutique accounting & advisory firm located in the heart of the CBD. Seeking a Client Services Administrator to join their growing team. Giving you the opportunity to work with a broad range of large NetWorth clients. Assisting individuals, families and businesses to achieve their financial goals.

As a Client Services Administrator, you will be the first point of contact for clients and will play a crucial role in ensuring smooth day-to-day operations within the firm. Your role will involve administrative support, client communication, and assisting accountants with compliance and documentation.

Client-Based responsibilities

• Managing client enquiry professionally and efficiently
• Prepare and process client documentation
• Maintain client records and databases, ensuring accuracy and confidentiality
• Assist with ATO & ASIC lodgments, document submissions and regulatory compliance
• Assist clients with Fusesign, Portals, MyGov ID's
• Quarterly ATO BAS reports & ATO debt report

Administrator responsibilities

• Opening & closing of the front office
• Greeting clients at the front desk
• Answering incoming calls
• Downloading reports from ATO Mate
• Processing credit card payments/cheque banking
• In-house events/external events
• Supporting the office as necessary
• Overseeing office management and maintenance, supplies, cleanliness, filing

About you

• Previous experience in an administrative or client services role
• Experience in an accounting or professional services firm is essential
• Strong communication written and verbal
• Proficiency in Microsoft Office products essential
• Must have permanent residency with full working rights
• 1-2 years of experience ideal

Hit the apply button and someone at Clarity Partners will be in touch for any successful shortlisted candidates.