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Client Services

2 weeks ago

Sydney, New South Wales, Australia Strategic Wealth Management Full time $60,000 - $90,000 per year

Are you ready for a new challenge?

Do you thrive in a friendly, supportive environment where team members are passionate about their work and collaborate to achieve shared goals? If so, you might be the perfect fit for our growing team

About the Role

We're seeking a flexible, energetic, and detail-oriented individual who excels in administration and organisation. You'll play a key role in supporting our professional team and ensuring smooth day-to-day operations.

About Us

Strategic Wealth Management is a boutique firm offering accounting, business, and tax advisory services. With over 20 years of trusted experience, we pride ourselves on delivering personalised, high-quality service to our clients. As we continue to grow, we're looking for a dedicated Client Services Assistant to support our dynamic accounting team.

Key Responsibilities
  • Client administration including onboarding and implementation
  • Managing client documentation and liaising with the ATO
  • Coordinating office workflow and handling client enquiries
  • Providing administrative and executive support to the accounting team
  • Answering incoming phone calls and assisting with client billing
  • Maintaining company records and lodging documents with ASIC
  • General office duties including data entry, filing, and scanning
  • Participating in team meetings and contributing to continuous improvement initiatives

About You
  • Motivated by challenges and driven to exceed expectations
  • Passionate about people and delivering exceptional client experiences
  • A proactive team player with strong attention to detail
  • Advanced computer skills (Word, Excel, MS Teams; Xero or FYI experience is a bonus)
  • Experience in public accounting or professional services is highly regarded
  • Aligned with our firm's values and available to work full-time in our office

What We Offer
  • Opportunities to grow and develop your skills
  • A supportive, fun, and collaborative team environment
  • Competitive remuneration package (negotiable based on experience)
  • A day off to celebrate your birthday
Apply Now

If this sounds like the opportunity you've been waiting for, we'd love to hear from you

Please submit your resume and a brief cover letter outlining why you're the ideal candidate for this role.