Client Services Assistant

Certified B-Corp & Great Place to Work 2024
Embrace an inclusive and diverse workplace culture, centred on health, wellbeing, and fun Grow your career in a rapidly expanding advisory firm

A smart human once said, “Do things you with people you care about and good things happen”, and at BlueRock, we are a growing team who love what we do. We’re B-Corp certified and a Great Place to Work - we take the responsibility of having fun seriously.

We also take your growth and development seriously and we have the data to prove it Check this out from our 2023 Engagement Survey.
- 92% of BlueRockers feel they have an opportunity to grow professionally
- 85% of BlueRockers believe we are committed to social responsibility
- 84% of BlueRockers believe their supervisor is supportive of flexible work practices

We’re competitive on salary but it doesn’t stop there, there’s free lunches, an amazing inclusive culture and heaps of other benefits from crafty competitions, annual BlueRock retreats and social events galore.

Working with us you’ll create positive impact for our community and contribute to our very own Be BlueRock Foundation with pro bono and volunteering opportunities.

**About the role**:
As a Client Service Assistant, you'll serve as a dedicated point of contact and support for our clients and Accounting Directors. Your role involves managing diaries, assisting in business development, and supporting the Client Service Coordinator with various tasks. You play a crucial part in maintaining client and team relationships, handling inquiries, and managing administrative tasks.

**About the Accounting team**:
BlueRock Accounting is our original and largest team here at BlueRock. We are at the centre of our thriving entrepreneurial community and work closely with business owners to deliver advisory solutions and innovative tax accounting.

We embrace all things innovation and automation so that you can focus on solving problems for our awesome clients rather than moving figures around a spreadsheet

**What you’ll be doing**:
Working closely with an experienced Client Service Coordinator (CSC) your role will include:

- Assisting with the support of 4 Directors including diary management, travel plans and client contact schedules
- Assisting Directors and team members in business development activities.
- Some organising and managing board meetings, including preparing agendas, circulating papers.
- Providing administration support to the CSC on Corporate Compliance management, including entity set ups and registrations
- Preparing proposals and engagement letters for clients and assist and engage with our amazing clients
- Managing client onboarding and offboarding process including CRM management, Corporate Compliance as well as handling new client leads
- Working with colleagues from both the administration and accounting team to ensure a smooth client experience

**Requirements**:
We want to hear from people who have:

- Minimum 1 years of relevant work experience as a client services administrator in business services accounting firm
- Familiarity with relevant software and tools, such as Microsoft Office Suite, and CRMs
- Ability to work in a busy and dynamic environment while having fun

**Benefits**

Our people love to work for us, here’s why
- Officially B-Corp Certified, a Certified Great Place to Work 2024 and 2023 Best Workplaces winner
- Competitive salary, free weekly lunches, awesome social events (including a social club - winery tours to museum tours), flexible working arrangements, and amazing headquarters in the CBD.
- Receive mentoring and coaching from industry leaders and plenty of opportunities for growth and promotion.
- Learning and development including internal and external training programs to build your career skills.
- An inclusive and diverse workplace culture centred on health, wellbeing and fun.
- The ability to salary sacrifice for their very own BlueRock shares
- Gym membership after one year of tenure and mobile phone allowance after 6 months
- We have our very own BlueRock public holidays to give our people the day off, on us

For more amazing perks of working at BlueRock and employee benefits - head to our careers page

**How to apply**:
If this sounds like you, then please click on the "Apply" button and follow the prompts. If you think you have what it takes, but don’t necessarily meet every single point on the job description - please still apply. We’d love to see if you could be a great fit and we can't wait to meet you
- Please be advised that BlueRock or any of its related or controlled entities do not accept unsolicited contact or resumes from Recruitment Agencies. _
- Even in 2025 it needs to be said, BlueRock is a workplace committed to equal employment opportunities regardless of age, citizenship, colour, disability, gender and gender identity, marital status, nationality, race, sexual orientation, or veteran status._