Clarity Partners is partnering with a Professional Services firm providing Accounting and Financial services, recognised for its collaborative culture and client-focused approach. We are seeking a Client Services Administrator to join a supportive and high-performing team. This is a fantastic opportunity for someone who thrives in a dynamic environment, enjoys variety in their work, and takes initiative to keep operations running smoothly.

About the role:

As the Client Services Administrator, you’ll play a key role in ensuring smooth daily operations by providing high-level secretarial and administrative support to Directors, Accountants, and other team members. This role is ideal for someone with initiative who takes pride in keeping things running efficiently behind the scenes.

Responsibilities:

Support to the Director

• Provide professional administrative support to the Director.
• Screen phone calls and respond to client needs when appropriate.
• Manage bookings for client meetings and personal appointments.
• Organise meeting materials, including files and correspondence.
• Complete general correspondence promptly and professionally.
• Maintain a 100% service-oriented approach toward the Director and clients.
  

General Administration & Client Services

• Prepare client engagement letters and set up new jobs for annual compliance.
• Collate tax packages, including financial statements and tax returns.
• Maintain the ATO portal and Xero database (e.g. new/lost clients, referrals, changes of address, billing updates).
• Make ATO phone calls to provide or update client information.
• Distribute and process outgoing mail; organise couriers as needed.
• Manage end-of-month invoicing and client lodgement processes (e.g. notices of assessment, activity statements).
• Scan and file client documents and correspondence electronically.
• Draft and complete general correspondence and word processing tasks promptly.
• Assist with greeting clients, offering refreshments, and preparing the boardroom.
• Support reception tasks including answering phones, using the intercom, and taking messages.
• Provide administrative support to all team members as needed.
  

Corporate Administration

• Prepare annual ASIC Company Statements, associated letters, and invoices.
• Assist with setting up new companies and trusts, liaising with ASIC, Prime Corporate, and legal contacts.
• Submit ATO applications for TFN, ABN, GST, and PAYG registrations.
• Prepare ASIC forms and maintain corporate records, both electronic and hard copy.

Minimum Skills:

• Computer literate with experience using the MS Office suite.
• Good writing, analytical and problem?solving skills.
• Knowledge of principles and practices of an organisation, planning, records management, and general administration.
• Ability to communicate professionally and effectively.
• Ability to operate standard office equipment, including but not limited to, computers, telephone systems, scanners, calculators, copiers, and facsimile machines, ability to follow verbal and written instructions.
• Attention to detail with a high level of accuracy.
• Ability to work well either alone or as part of a team.
• Time management skills.
• Ability to maintain a high level of confidentiality concerning financial files.

Why this role?

• Be a valued part of a close-knit and professional team where your contributions directly support senior leadership and the wider business.
• Diverse and engaging responsibilities, from supporting Directors and managing client communications to handling corporate administration and ATO compliance tasks.
• Opportunity to grow your skills across client services, compliance, and corporate administration in a well-respected accounting and advisory environment.

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