Full-time | Hybrid / Remote flexibility | Grow your career with purpose
Company: Ethical IQ www.Ethical-IQ.com

Salary: $75,000 - $90,000 + Super

About Ethical IQ

As Australia’s #1 tax advisory firm for property investors, Ethical IQ doesn’t just offer solutions we offer a service clients genuinely appreciate. With a high referral rate and a reputation for delivering outstanding results, we’re now expanding our team to take our client experience to new heights.

At Ethical IQ, we help Australians understand and manage tax, wealth, Self-Managed Super Funds (SMSFs) and property investments within super, in ways that are simple, ethical, and empowering.

We’re a young, purpose-driven team that thrives on value contributing work. We love working with people who bring energy, intelligence, and integrity and who want to be part of something that genuinely helps others.

About the Role

We’re looking for a bright, organised and proactive Client Support & Operations Coordinator to help our growing team deliver exceptional service.

You’ll play a vital role supporting our SMSF and Tax specialists, ensuring every client receives the attention, clarity, and care they deserve. From managing data and documentation to keeping communication flowing, you’ll help the team deliver seamless client experiences.

You don’t need a background in finance, tax, or property, we’ll teach you that. What matters most is your mindset: a love of detail, curiosity to learn, and a commitment to doing things right.

Key Responsibilities

1. Client Communication & Relationship Building

Engage directly with clients via phone and email to guide them through key administrative steps in their journey. Build positive, professional relationships by providing clear instructions, answering questions, and ensuring clients feel supported throughout the process. Proactively follow up to keep communication open and maintain strong client satisfaction.

2. Data Entry & Validation

Accurately enter and maintain client data in relevant systems, including setting up new bank accounts, processing superannuation rollovers and transfers, and collecting required documentation. Ensure all information is complete, consistent, and verified before progressing to the next stage.

3. Logging Activity

Use our CRM as the single source of truth for client activity. Record all communications, status updates, and task progress promptly and accurately.

4. Invoicing

Prepare and issue client invoices in line with service agreements. Set up payments for client approval, confirm accuracy of amounts and details, and follow up to ensure timely completion. Liaise with internal teams as needed to resolve any billing questions or discrepancies.

5. Pipeline Administration Tasks

Take responsibility for ensuring clients progress smoothly through our onboarding and service processes. Anticipate potential roadblocks, provide support where needed, and collaborate with colleagues to keep clients moving forward efficiently.

About You

This role is ideal for someone early in their career who wants to grow within a values-driven company and learn across a range of business and client-focused areas.

You may have a degree or diploma and around 1–2 years’ experience in administration, customer service, or operations. You’re someone who takes pride in getting things right, enjoys variety, and thrives in a collaborative team.

You bring:

Strong attention to detail and excellent organisational skills

A positive, proactive “how can I help?” attitude

Clear, professional written and verbal communication

Comfort with digital tools (email, online forms, CRM systems)

A genuine commitment to delivering great client service

Curiosity to learn and willingness to take ownership of outcomes

Why Join Ethical IQ

Be part of a supportive, energetic team that values learning and integrity

Flexible working hours to suit your lifestyle

Ongoing training in financial and operational concepts

Exposure to a growing ethical business where you can truly make a difference

A chance to learn how client-focused operations work from the inside out

Why You’ll Love This Role

This is a high-touch, client-facing role where your ability to build trust, manage relationships, and offer premium service will directly impact business success. With a strong company reputation, a highly engaged client base, and a culture that fosters long-term growth, this is an exceptional opportunity for someone who takes pride in delivering an elite client experience.

If you are passionate about customer excellence and want to work in a dynamic, fast-growing company that genuinely values its clients, apply today.

How to Apply

If you’re organised, curious, and ready to learn — and want to work in a dynamic, fast-growing company that genuinely values its clients, we’d love to hear from you.
Please send a short introduction about yourself and your CV to Meredith Wellard [email protected].