📍 Hybrid (WFH + Northern Adelaide) | $65K+ Based on Experience | Full-Time
❤️ People-First Culture | Process Lovers Welcome | Purpose-Driven Work

Are you the kind of person who gets a kick out of things running smoothly? Love ticking things off, bringing order to chaos, and knowing your work genuinely supports others?

We’re Vision Beyond Advisory — a strategic accounting and advisory team helping small business owners feel in control, confident, and supported. We know that strong systems and caring relationships are at the heart of success. And right now, we’re looking for a Client Services Administrator who’s part people-person, part process-whisperer to join our values-led team.

🔍 About the Role

You’ll be the backbone of our client experience - keeping things moving, clients supported, and systems humming along. This isn’t a job that stays behind the scenes. You’ll be a key contact for our clients and our internal team, helping us deliver the kind of experience that makes people say, “Wow, they really care.”

💼 Key Responsibilities

Serve as a key point of contact for client queries, ensuring a professional, consistent, and relationship-focused experience

Seamlessly onboard new clients with professionalism and care, including setting them up in systems such as XPM, Karbon, ATO, and ASIC to ensure full integration

Prepare tailored client proposals, manage renewals, and support lead conversion through accurate and timely follow-up

Manage the client services inbox and coordinate appointment scheduling to ensure efficient and responsive communication

Distribute client satisfaction surveys and use feedback to enhance the client experience and service delivery

Manage internal systems and reporting, including ATO tracking, job completion, productivity reviews, and performance reporting to support data-driven decision-making.

Proactively identify opportunities to improve systems and processes, contributing to ongoing operational efficiency

🙋 Who You Are

You’re passionate about systems, processes, and doing things thoroughly and accurately

Finds satisfaction in ticking off to-dos and following through

Is calm, proactive, and has an eye for the little details

Can build genuine relationships, inside and outside the business

Picks up new systems quickly and isn’t afraid of tech

Bonus if you’ve worked in accounting or with ATO tools — but mindset is more important than a perfect resume

🌟 Why Join Vision Beyond Advisory?

At Vision Beyond Advisory, we hire for values first. We're proud of our supportive, purpose-driven culture that genuinely puts people first. These are the values that guide everything we do:

Connection – We treat each other like family and foster a culture of empathy, inclusion, and trust

Integrity – We act with honesty, transparency, and take ownership of our work

Wellbeing & Balance – We believe people do their best work when they feel balanced, supported, and valued

Positive Impact – We prioritise meaningful work that benefits our clients, team, and community

Strategic Thinking – We take initiative, think critically, and find smart solutions to everyday challenges

✅ What’s In It For You

💻 Hybrid setup – work from home or from our Northern Adelaide office

$65K+ starting salary, based on experience and skills

Full-time hours with flexibility, support, and genuine work-life balance built-in

A culture that supports your wellbeing and professional growth

Opportunities to learn, grow, and contribute to a high-impact team

A team that’s in your corner, always

📩 How to Apply

We only review applications that include a cover letter addressed to Vanessa Bamford, CEO, answering the question:

"Why are you drawn to this role at Vision Beyond Advisory?"

Please upload your resume and cover letter via SEEK to apply. We can’t wait to hear from you.

📅 Applications close on 5th June. You can expect to hear from us after this date regarding next steps.