Client Services Administrator & Coordinator

About the role

A boutique Perth-based accounting and advisory firm is hiring a Client Services Administrator & Coordinator in Jolimont. This full-time, permanent role combines being the face of the firm at reception and office management with active client work. You will report to the Client Services Manager and work within a shared client pool, with genuine ownership of client matters.

Key responsibilities

• Reception and front-of-house: welcome clients, answer and direct calls, take messages, book meeting rooms, manage mail including ATO correspondence and registered post, and keep the reception tidy.
• Office support: monitor and reorder supplies, manage digital and physical filing, prepare documents, scan, print and bind, and help with firm events and ad hoc tasks for the Practice Manager.
• Client services coordination: coordinate engagement and fee agreements, maintain the register, liaise with clients on source documents, create and track jobs in the workflow system, prepare year-end reports and invoices, and handle client database changes and prospective client intake.
• ATO and compliance support: manage daily ATO lodgements via ELS and the ATO portal, act as first contact for ATO enquiries, and print monthly WIP listings.
• Team support: flag capacity issues and at-risk jobs, keep job trackers and registers accurate, and help identify workflow improvements.

Required profile

• 1-2 years' experience in an administrative, reception or client-facing role; professional services experience is a strong advantage.
• Confident, professional communicator in person, on the phone and in writing.
• Highly organised with attention to detail across multiple tasks, and comfortable handling confidential client and financial information.
• Quick learner, reliable, punctual and self-directed.

Required skills

• Experience with practice management software is a bonus.

What we offer

• Salary of $75,000 - $85,000 plus superannuation.
• A career pathway into a senior Client Services Coordinator or Manager role.
• Broad exposure to accounting firm operations, compliance and client management.
• A small, supportive team and a Jolimont office with available parking.