2IC to the Practice Manager – q4 financial

Location: CBD | Team: Accounting & Financial Planning

About Us

q4 financial is an integrated financial services firm with a vibrant Accounting and Financial Planning team based in the CBD. We are a caring, values-based firm committed to engaging our staff and clients to ‘shape their future’, however they define it.

We’re looking for a proactive Client Services Coordinator to work closely with our Practice Manager and administration team, ensuring our clients receive exceptional service and our operations run smoothly.

The Role

In this role, you’ll be central to delivering a seamless client experience:

Be the first point of contact for client queries via phone, email, and in-person, ensuring timely, professional, and accurate responses.

Manage reception duties, including welcoming clients, answering calls, and handling general enquiries.

Coordinate client onboarding, ATO lodgements & correspondence, CRM updates, filing and other administrative processes.

Prepare, review, and manage client documentation to ensure accuracy and efficient follow-up.

Work closely with the Practice Manager to support scheduling, reporting, and workflow initiatives.

What We're Looking For

At least 2 years’ experience in an accounting firm in a client services, team support, or similar role.

Excellent communication skills – professional, confident, and client-focused.

Strong organisation, time management, and problem-solving abilities.

Proactive, hands-on, and flexible – able to assist where needed to support clients and the team.

Australian work rights are required for this position.

Why Join Us

Work for a forward-thinking, modern firm that values initiative and collaboration.

Supportive, people-first culture with strong team values.

Opportunities for professional growth and development.

Casual Fridays, team lunches, and social drinks.

Access to our Health and Wellbeing Initiative

Complimentary coffee, fresh fruit, and snacks.

Ready to Apply?

If you're ready to make a real impact and grow your career with a values-driven, dynamic firm, we'd love to hear from you!

Upload your resume and a cover letter telling us:

Why you're excited about this opportunity.

Your availability and any salary expectations.