Client Services Assistant

About the role

BDO, a global professional services firm, is hiring a Client Services Assistant for its Business Services team. The role supports the Partners and the wider team, ensuring the smooth delivery of administrative, operational and client service activities.

Key responsibilities

• Provide administrative support to Partners, Directors, Managers, the Senior Executive Assistant and the wider Business Services team, using ServiceNow to own allocated tasks.
• Manage correspondence, diaries, meetings and competing priorities.
• Prepare client engagement and onboarding documentation, reports, presentations and correspondence, ensuring accuracy and compliance with BDO standards.
• Coordinate client onboarding and keep accurate records in CRM, document management and other internal systems.
• Assist with billing administration, expense claims, credit card reconciliations and disbursements.
• Assist with ATO lodgements (tax returns, BAS and other forms) and corporate secretarial work, including ASIC documentation.
• Support the Senior Executive Assistant with travel, meetings, training sessions, service line meetings and internal events.
• Format and quality review client and internal documents, and support staff onboarding and departures.
• Respond to client queries, handle calls and take messages, and process incoming and outgoing mail.
• Maintain client systems and look for ways to improve processes and drive efficiencies.

Required profile

• Previous experience in a Client Services/Administration or similar role within a professional services or public practice environment.
• Exceptional organisational skills, able to manage multiple priorities and deadlines.
• Strong attention to detail and excellent communication and stakeholder management skills.
• Proactive, professional and client-focused approach.

Required skills

• Advanced Microsoft Office skills.
• Experience with ServiceNow, Workday, Practice Ignition and/or CAS360 is advantageous.

What we offer

• Health and wellbeing, social, financial and professional development benefits, including the BWell program with discounts on health insurance, gym memberships and wellness facilities.
• Travel perks, retail discounts, employee referral rewards and study and professional development support.
• Leave options including enhanced family support, cultural and religious leave and the option to buy additional leave.
• On-the-job training and formal development programs.