Client Services Assistant at Best Practice Group | Torre
Client Services Assistant
trending_up Invest in Torre
Best Practice Group

Client Services Assistant

Best Practice Group
Posted by
Rhea San Juan
Emma
Emma
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: Employment

Hidden
(SIGN IN to learn if it’s a match)
The job admin(s) requested that this be hidden from the public.
location_on
Melbourne, Victoria, Australia
Posted about 1 month ago

Responsibilities

🌟 Client Services Assistant 🌟 MUST BE BASED IN MELBOURNE WITH EXPERIENCE IN ACCOUNTING FIRM About the job 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 Role As 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 inquiries Manage inbound and outbound client communications (calls, emails, video meetings) Provide administrative support to managers, including diary management and general office tasks Assist with ATO, ASIC, and SMSF administration Coordinate client onboarding and year-end document collection Follow up with clients for information, outstanding documents, and lodgements Support BAS lodgements, ITR processing, bookkeeping, and other accounts-related administrative tasks Maintain accurate and compliant client records in the database Assist with internal workflows and reporting to multiple managers About You While 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 experience Communicates professionally, with excellent attention to detail and good manners Is confident in making calls and following up with clients Works well both independently and as part of a team Is reliable, proactive, and takes pride in their work Is eager to learn and grow within a professional environment
This job post is closed.