Client Services Assistant - Must be based in Melbourne

About the job
🌟 Client Services Assistant 🌟Are you highly organised, personable, and known for getting things done? We're looking for a proactive Client Services Assistant to play a key role in supporting our managers and staff while delivering an outstanding experience to our clients.

About the RoleAs the Client Services Assistant, you'll be a central point of contact within the firm, providing essential support to managers, staff, and clients across day-to-day administrative tasks and workflow needs.
Key Responsibilities:Act as the first point of contact for client inquiriesManage inbound and outbound client communications (calls, emails, video meetings)Provide administrative support to managers, including diary management and general office tasksAssist with ATO, ASIC, and SMSF administrationCoordinate client onboarding and year-end document collectionFollow up with clients for information, outstanding documents, and lodgementsSupport BAS lodgements, ITR processing, bookkeeping, and other accounts-related administrative tasksMaintain accurate and compliant client records in the databaseAssist with internal workflows and reporting to multiple managers

About YouWhile experience is valuable, we believe attitude, work ethic, and personality matter most. We're looking for someone who:Has experience in professional services (accounting background ideal but not essential)Brings strong administration and client-facing experienceCommunicates professionally, with excellent attention to detail and good mannersIs confident in making calls and following up with clientsWorks well both independently and as part of a teamIs reliable, proactive, and takes pride in their workIs eager to learn and grow within a professional environment