✨ Position Summary

We're looking for someone who’s part operations ninja, part people whisperer, and fully ready to take the reins on client experience and admin support. If you’re a natural organizer who thrives in fast-paced, client-facing environments and loves a good checklist—you’ll fit right in.

We offer:

Monthly bonuses and rewards

Flexible working hours

Casual Fridays and early finish

5 weeks Annual Leave (FTE)

EOFY celebrations, annual team trips, Christmas party and much more!

🧩 What You'll Own

🧾 Client Experience & Relationship Coordination

Be the main point of contact for our clients—trusted, proactive, and on it.

Coordinate internal workflows to keep client delivery seamless and on time.

Lead check-ins, follow-ups, and pulse checks—you're the client experience barometer.

Support proposal and engagement setup (we use Ignition).

Tech Savvy- help us roll out and trial new tech and improve our current system.

Manage onboarding admin: ID checks, portal access, checklists, the whole shebang.

Track critical deadlines (think BAS, reporting, lodgement).

Spot upsell ops and flag service gaps—we love proactive energy.

📋 Admin & Logistics Support

Send invoices, track payments, and chase when needed.

Keep client files, folders, and forms organized.

Track signings.

Own internal task lists and document systems.

Jump in to support general admin tasks: data entry, scheduling, logistics.

Keep general inboxes under control—triage, reply, delegate.

Manage calendars like a pro—meetings, buffers, avoiding double-ups.

Prep agendas, summarize meetings, and track action items like a boss.

Be their right-hand when it comes to priorities, follow-through, and logistics.

🛠️ Tools & Platforms you will use

CRM / Project Mgmt: Karbon, Ignition (Experience here is HIGHLY regarded)

Accounting Tools: Xero

Scheduling: Calendly, Outlook calendar

Communication: Microsoft Teams, Karbon

Docs & Portals: One Drive

✅ Key Qualifications

1–2 years experience in client services, operations, or executive support (accounting or professional services preferred)

Highly organized with strong attention to detail, spelling, grammar and follow-through

Basic bookkeeping skills (adding invoices)

Strong communication and relationship-building skills

Tech-savvy and able to quickly learn firm tools and platforms

Discreet, reliable, and able to handle sensitive information with care

Comfortable multitasking across client across a fast growing company

💡 Bonus Skills (Not Dealbreakers)

Familiarity with accounting firm workflows (BAS, tax lodgements, etc.).

Experience in hybrid roles combining service, ops, and EA.

Working knowledge of Australian compliance cycles (ATO, ASIC).