client services assistant

About the Role

We are a dynamic, professional services firm located in the heart of the Adelaide CBD. We are seeking an experienced and proactive Client Services Officer to provide high-level administrative support to our partners and professional staff.

In this diverse role, you will be the backbone of the team, managing a blend of traditional corporate administration, accounting support, and wealth management administration. If you are an administrative professional who thrives in a collaborative, fast-paced environment and possesses strong attention to detail, we want to hear from you.

Key Responsibilities

• Accounting Support: Collate income tax returns and financial statements for individuals, companies, trusts, and superannuation funds. Print Work In Progress (WIP) reports, handle billing worksheets, and complete monthly fees (including write-offs and WIP transfers).
• Compliance & Portals: Manage ASIC lodgements/downloads, process general ATO documents, and handle new client setups.
• Wealth Management Administration: Prepare standard correspondence, Statement of Advice (SOA) letters, and "with compliments" documentation for advisors.
• General Administration: Manage client appointments, coordinate flights and accommodation, monitor team emails, and provide professional reception cover/lunch relief as required.
• Office Support: Prepare meeting and function rooms, handle outgoing mail, and maintain accurate data entry across internal databases.

Key Requirements & Qualifications

Experience & Industry Knowledge:

• Essential: Minimum 2+ years of administrative experience working within an accounting or professional services firm.
• Essential: Proven experience using Xplan, the ATO portal, and the ASIC portal.

Technical Skills:

• Intermediate to advanced proficiency in Microsoft Word, Excel, and Outlook.
• High level of accuracy in word processing and database maintenance.

Personal Attributes & Certifications:

• A current Police Clearance and valid Driver’s Licence (both essential).
• A Certificate III in Business Administration or higher is highly desirable.
• Exceptional communication skills with a track record of building strong relationships with both internal staff and external clients.
• Strong organisational skills with the ability to manage competing tasks and meet tight deadlines.

If you are interested in applying for the role, please click the appropriate link. For further information or to answer any questions, please contact Kerrie Donohue at Kerrie.donohue@randstad.com.au or 0439001941

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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