Client Onboarding & Admin Coordinator

HTU; Georges River; Remote; AUD 50,000 - 65,000; Full time

Job summary

Strategic Wealth Management is seeking an Administrative Assistant to join our accounting team in the Sydney area. The role is primarily administrative and we are willing to consider part-time if the candidate has completed at least 1 year of a Business Administration course.

You will work in a friendly, supportive environment with a team that values collaboration. Responsibilities include client onboarding, document management, billing support, data entry, and liaising with the ATO when

Qualifications

• At least 1 year of a Business Administration course is preferred.
• Strong administration and organisation skills are required.
• Sound computer skills and experience with MS Office are essential.
• Ability to work well in a team and support the accounting staff.

Responsibilities

• Client onboarding and implementation.
• Administering client documentation and acting as the contact point between the client and the ATO when required.
• Assisting in coordinating workflow in the office, handling client enquiries, administering client documents.
• Providing administrative support to the accounting team.
• Assisting with answering incoming phone calls.
• Assisting the team with preparation of client billing.
• Maintaining company records and electronic lodgements with ASIC.
• General office tasks: data entry, filing, scanning.
• Participating in team meetings to support continuous improvement.

Skills

Administration

Attention to detail

Excel

MS Teams

Xero or FYI

Customer service

Education

TAFE accounting course

Tools

Xero

FYI

Job description

Strategic Wealth Management is seeking an Administrative Assistant to join our accounting team in the Sydney area. The role is primarily administrative and we are willing to consider part-time if the candidate has completed at least 1 year of a Business Administration course.

You will work in a friendly, supportive environment with a team that values collaboration. Responsibilities include client onboarding, document management, billing support, data entry, and liaising with the ATO when