
Professional Services Client Liaison
Scotford Fennessy
Posted 6 days ago
About the Opportunity
A well-established and growing professional services firm is seeking a Professional Services Client Liaison to join its finance and legal support team. This permanent role has been created due to increased client demand and offers a clear pathway for career development in a supportive and dynamic environment.
This is a fantastic opportunity for someone with strong administrative and client service experience in accounting or financial services, who is looking to grow their career in a collaborative and high-performing team.
Key Responsibilities
- Be the first point of contact for clients, providing professional and responsive service
- Liaise with internal teams to ensure timely delivery of client work
- Manage client onboarding, including engagement letters and ID collection
- Prepare and send documents for digital signing (FuseSign, DocuSign)
- Monitor internal workflow tools and shared inboxes
- Track and assist with compliance lodgements (BAS, IAS, tax returns)
- Prepare and submit ATO and ASIC forms under guidance
- Provide administrative support to partners and professional staff
- Identify opportunities to improve systems and processes
About You
- Minimum 2 years’ experience in a client support or admin role within accounting, legal, or financial services
- Experience with ATO systems and accounting software such as Xero or MYOB
- Strong communication and interpersonal skills — professional, warm, and articulate
- Proficiency in Microsoft Office and digital document management tools
- High attention to detail and ability to manage multiple tasks and deadlines
- A proactive mindset and a genuine interest in learning and growing
What’s on Offer
- A permanent role with long-term career potential
- A fun, collaborative team environment with professional standards
- Modern office in a prime location near public transport and amenities
- Ongoing training, mentorship, and career development opportunities
- Competitive salary and comprehensive benefits
Interested?
If you're ready to take the next step in your career and thrive in a role that offers both challenge and opportunity, we’d love to hear from you.
�� For a confidential conversation or more details, please contact Rayane Dias at Scotford Fennessy
�� D: 08 9220 4621
�� [email protected]
About Scotford Fennessy
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 their culture and values before applying for the role.
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