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  6. client services & onboarding coordinator | public practice
client service officer
operational

client services & onboarding coordinator | public practice

geelong, victoria
posted today
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this job offer closes 31 august 2026

job details

this job offer closes 31 august 2026

summary

  • geelong, victoria
  • au$ 75,000 - au$ 84,800 per year
  • permanent

posted 31 july 2026

reference number
90M0713071_0201745130404580362

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we find, nurture, and connect uniquely skilled talent with employers when they need it, building successful teams that scale as their business grows while positioning individuals for rewarding careers and businesses for operational success.

job details

Our Geelong client is seeking a Client Services & On boarding Coordinator.
...
About the Opportunity:

Are you an experienced Public Practice Administrator ( accountancy) looking to elevate your career into a high-ownership, operations-focused role?

Our client—a dynamic and growing professional services firm based in Geelong—is seeking a proactive Client Services & On boarding Coordinator to join their close-knit administration team on a full-time basis. Working directly with Partners and key stakeholders, you will own the end-to-end client on boarding journey, coordinate partner workflows, and manage essential agency lodgements.

This is a fantastic opportunity for a hungry administrator who wants to pivot their skills, take real ownership of firm processes, and naturally progress as the business continues to expand.

Key Responsibilities:

  • Client On boarding: Lead the client on boarding process from start to finish, collecting and validating client identity data, setting up system profiles, and ensuring a seamless client experience.

  • Workflow Scheduling: Assist Partners by coordinating, scheduling, and tracking practice workflows to meet key deadlines.

  • Agency & Compliance Liaison: Regularly communicate with the ATO and ASIC regarding client tax processes, corporate compliance, and basic account updates.

  • Platform & System Management: Utilise modern cloud platforms daily (including Xero, XPM, and document management tools) to maintain accurate client records and streamline processes.

  • Partner & Administrative Support: Provide dedicated administrative support to Partners and work alongside an experienced EA team to maintain smooth daily practice operations.

About You:

  • Public Practice Background: Previous administrative experience within a public practice accounting firm.

  • Tech-Savvy: Strong proficiency in Xero and practice management platforms, with an appetite for learning and implementing tech solutions.

  • Agency Knowledge: Familiarity with ATO tax agent portals and ASIC compliance processes.

  • Career-Minded: Driven by growth, highly organised, and motivated to progress your career into practice workflow management.

  • Communication Skills: Exceptional verbal and written communication skills with a client-first approach.


How to Apply:

If you are ready to take the next step in your public practice career, please click APPLY NOW or reach out to the Randstad team for a confidential discussion.

REGVIC2410

experience

2 years
show more

Our Geelong client is seeking a Client Services & On boarding Coordinator.
...
About the Opportunity:

Are you an experienced Public Practice Administrator ( accountancy) looking to elevate your career into a high-ownership, operations-focused role?

Our client—a dynamic and growing professional services firm based in Geelong—is seeking a proactive Client Services & On boarding Coordinator to join their close-knit administration team on a full-time basis. Working directly with Partners and key stakeholders, you will own the end-to-end client on boarding journey, coordinate partner workflows, and manage essential agency lodgements.

This is a fantastic opportunity for a hungry administrator who wants to pivot their skills, take real ownership of firm processes, and naturally progress as the business continues to expand.

Key Responsibilities:

  • Client On boarding: Lead the client on boarding process from start to finish, collecting and validating client identity data, setting up system profiles, and ensuring a seamless client experience.

  • Workflow Scheduling: Assist Partners by coordinating, scheduling, and tracking practice workflows to meet key deadlines.

  • Agency & Compliance Liaison: Regularly communicate with the ATO and ASIC regarding client tax processes, corporate compliance, and basic account updates.

  • Platform & System Management: Utilise modern cloud platforms daily (including Xero, XPM, and document management tools) to maintain accurate client records and streamline processes.

  • Partner & Administrative Support: Provide dedicated administrative support to Partners and work alongside an experienced EA team to maintain smooth daily practice operations.

About You:

  • Public Practice Background: Previous administrative experience within a public practice accounting firm.

  • Tech-Savvy: Strong proficiency in Xero and practice management platforms, with an appetite for learning and implementing tech solutions.

  • Agency Knowledge: Familiarity with ATO tax agent portals and ASIC compliance processes.

  • Career-Minded: Driven by growth, highly organised, and motivated to progress your career into practice workflow management.

  • Communication Skills: Exceptional verbal and written communication skills with a client-first approach.


How to Apply:

If you are ready to take the next step in your public practice career, please click APPLY NOW or reach out to the Randstad team for a confidential discussion.

REGVIC2410

experience

2 years
show more
  • qualification

    • Skilled administrator in Public Practice Accountancy Firm

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