About the Company
Our client is a fast-growing boutique financial services firm, known for delivering tailored advice and long-term value to its clients. With a modern, client-centric approach and a strong focus on SMSFs, the firm is expanding its service offering, and its team, as part of its continued growth.
A newly created opportunity has opened for an Accounts Administrator to play a critical role in supporting the accounting team and managing key day-to-day administration tasks. Working closely with a senior SMSF accountant, your responsibilities will range from client onboarding and document coordination to invoice processing and database management.

About the role
Your key duties will include:

• Providing general administrative support across the accounting team (filing, data entry, document prep)
• Managing inboxes and coordinating key communications with clients
• Preparing client invoices and processing payments
• Assisting with onboarding SMSF clients: sending engagement letters, managing ABN and compliance documentation, setting up invoicing
• Maintaining accurate client records and supporting internal audit preparation
• Assisting the Accounting Manager with scheduling and client meeting coordination
• Working cross-functionally with the Financial Planning team to ensure tasks and work-flows are delivered on time

About You

• 2–3 years’ experience in an administrative role within public practice or financial services; experience with SMSF workflows is highly desirable
• Strong written and verbal communication skills, with a client-first approach
• Proven ability to manage multiple deadlines in a fast-paced environment
• Proficiency in Xero and Xero Practice Manager; experience with BGL360 and CAS360 is highly regarded but not essential
• Excellent attention to detail and a process-focused mindset
• Able to work independently while also contributing to a collaborative team

Benefits
Join a modern, progressive firm that values both performance and culture. You’ll enjoy:

• Hybrid work environment – work from home Mondays and Fridays
• A collaborative office with a close-knit team
• Central CBD location close to public transport
• Pet-friendly office (coming soon!)
• The opportunity to contribute to a new business function in a high-growth firm

Apply Now:
If this sounds like the kind of opportunity you've been looking for, please apply now! All suitable candidates will be contacted within 48 hours.
For more information or a confidential discussion, please reach out to Holly at 0459 104 984 or email [email protected].