Job Description
Client Services Assistant – Flexible Part-Time
Are you a proactive administrative professional with a background in accounting, financial planning, or legal services ? We are looking for a dedicated Client Services Assistant to join a vibrant team in a professional city-based office. This is a role where your attention to detail and software savvy will truly shine.
The Role
Reporting to the Practice Manager , you will be a key point of contact for the firm, providing essential administrative and reception support to Directors and professional staff.
Key responsibilities include:
- Client Relations: Providing prompt, professional service to visiting clients and managing the telephone with excellence.
- Software & Database Management: Accurately maintaining client records across in house systems as well as using Xero, ASIC, and the ATO Portal
- Financial Admin: Assisting with basic client invoicing in Xero and processi...