Client Services Administrator

Abacus Human Capital Pty Ltd; City of Brisbane; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

12pm finish on Friday

Free parking onsite

Milton location

Social events

Excellent work-life balance

Job summary

Abacus Human Capital Pty Ltd is seeking a Client Services Officer for its Milton-based practice. You will be the first point of contact for clients, handle invoicing, onboarding, and maintain client information across CAS360 and XPM.

The role offers a friendly, family-like environment with excellent work-life balance, a 12pm Friday finish, and onsite free parking. You will join a supportive team that values client service and accuracy.

Qualifications

• At least 1 year experience in an office administration role (ideally in a public practice accounting or professional services firm).
• Proficient in Microsoft Office and experience with XPM a must.
• Experience with CAS360, ATOMate & FYI Docs an advantage.
• A proactive and flexible approach to supporting team and client needs.
• Top notch written and verbal communication skills.

Responsibilities

• As the first point of contact for client interactions, in person and over the phone.
• Prepare client invoices, process payments and issue receipts.
• Onboard new clients including preparation of letters and engagement documents.
• Maintain ASIC corporate registers using CAS360 and client data in XPM.
• Oversee ATO correspondence through ATOMate software.

Skills

Microsoft Office

Office administration

Communication skills

Tools

XPM (Xero Practice Manager)

CAS360

ATOMate

FYI Docs

Job description

• 12pm finish on Friday | Enjoy an early start to the weekend
• Free parking onsite | Convenient Milton location bordering the CBD
• Friendly & supportive team with fantastic social events (EOFY, Christmas party, March and October team days out!)
• A relaxed and family-orientated environment offering amazing work-life balance

About the Organization:

This friendly boutique firm is run by 2 Directors, experts in their field, who take pride in their Compliance & Advisory services and the team at the core of it all. They work with various long-standing clients with turnovers of up to $100 million!

Their Milton location is a perfect blend of being in the center of the excitement, while avoiding the busy traffic and offering free parking on site.

About the Role:

As a Client Services Officer, your responsibilities will include:

• Acting as the first point of contact for all client interactions, both in person and over the phone
• Preparing client invoices, process payments and issue receipts
• Onboarding of new clients including preparation of ethical letters, engagement letters, and ATO agent nomination
• Maintain ASIC corporate registers using CAS360
• Maintain and update client information in Xero Practice Manager (XPM)
• Oversee ATO correspondence through ATOMate software

Experiences and skillset:

• At least 1 year experience in an office administration role (ideally in a public practice accounting or professional services firm)
• Proficient in Microsoft Office and experience with XPM a must
• Experience with CAS360, ATOMate & FYI Docs an advantage
• A proactive and flexible approach to supporting team and client needs
• Top notch written and verbal communication skills