Administration Assistant
Charterhouse
Posted 20 days ago
- Administration Assistant/ Team Secretary
- Boutique Accounting Firm
- $85,000 Package
- Sydney CBD
- Flexible Hours Available
We’re working with a highly regarded boutique accounting, taxation, and advisory firm based in Sydney’s CBD, who are seeking an Administrator to support the smooth day-to-day operations of their practice.
This is an opportunity for someone who thrives in a close-knit, collaborative team and is looking for a role that can be tailored to suit their lifestyle, depending on experience and availability.
Key Responsibilities:
- Draft and review client correspondence, reports, and documentation with a high degree of accuracy
- Maintain and update client records, financial position statements, and structure diagrams
- Manage the onboarding and offboarding process for new and existing clients
- Handle ASIC-related tasks, including company incorporations, changes, and document lodgements
- Assist with lodgement of tax returns, BAS, and coordination of ATO correspondence, including payment plans
- Prepare and issue invoices and manage related follow-ups
- Compile and send out electronic document signature packs
- Provide front-line client support—answering phones, responding to emails, and resolving administrative queries
- Support the Directors and Accountants with general administration, scheduling, and ad hoc tasks
- Assist with SMSF and investment portfolio administration, including downloading and forwarding reports
- Coordinate banking activities, including loading payments and preparing transfers for approval
About You:
- 5+ years of experience in a similar administrative role within an accounting or professional services firm
- A background or exposure to bookkeeping is highly desirable
- A high level of confidence in managing priorities and taking initiative with minimal supervision
- Experience with relevant platforms is a plus, including FYI Docs, FuseDocs, Xero, Xero Practice Manager, NowInfinity, ATO Portals, and ASIC Connect
- Proficiency in Microsoft Office Suite (especially Word, Excel, and PowerPoint)
- Exceptional attention to detail and strong organisational and time-management skills
- A professional and polished demeanour with excellent communication skills
- A collaborative and friendly attitude—someone who enjoys being part of a supportive, high-performing team
What’s on Offer:
- Flexible working arrangements based on your needs
- A welcoming, stable team with a low staff turnover and strong team culture
- A beautiful Sydney CBD office location, close to public transport
- Genuine growth opportunities – this role can evolve with your interests and skills, with pathways available to step into broader responsibilities over time
- Support available for those interested in pursuing their CA qualification, making it a great opportunity for someone looking to grow professionally within a boutique firm
- Opportunities to take ownership of your work and contribute meaningfully to a small, high-performing team
To explore this opportunity in more detail, please apply now or get in touch for a confidential discussion.
About Charterhouse
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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