Client Services Administrator

Rezonate; Sydney; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid working arrangement

Direct involvement with Partners and J

Professional development

Job summary

Rezonate is seeking a Team Administrator for a well‑established accounting firm in Sydney. You will support partners and the team with client onboarding, records management, ASIC submissions, and invoicing in a fast-paced environment.

Ideal candidates have 3+ years of admin experience in professional services, strong communication, and proficiency with MS Word/Excel and practice management tools. Hybrid work and ongoing development are offered.

Qualifications

• Minimum 3 years’ experience in administration or a similar role in a professional services environment.
• Strong organisational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple tasks and priorities.
• Proficient in Microsoft Word and Excel.
• Experience with BGL CAS 360, ASIC Portal, ATO Portal, Xero Practice Manager, Virtual Cabinet.

Responsibilities

• Prepare and review client communications, ensuring accuracy and professionalism.
• Onboard new clients and maintain client records.
• Handle client inquiries, providing clear and timely responses.
• Manage client company registers and ensure compliance with ASIC requirements.
• Submit necessary documents to ASIC and manage company changes.
• Review and process ASIC annual reviews.
• Register companies and trusts with NTAA.
• Oversee billing and invoicing processes.
• Send and manage DocuSign packs.
• Lodge Income Tax Returns.
• Follow up on client queries and provide ongoing support.
• Maintain accurate client records and prepare relevant reports.
• Answer phone calls and assist with general administrative tasks.
• Support partners and team members with various tasks.
• Provide guidance to junior staff when needed.

Skills

Administration experience

Organised

Communication skills

Multi-tasking

MS Office

Tools

BGL CAS 360

ASIC Portal

ATO Portal

Xero Practice Manager

Virtual Cabinet

Job description

Team Administrator – Accounting Firm | Sydney

I am working with a well respected chartered accounting firm, seeking a Client Services / Team Administrator to join the team on a full-time basis. This role is ideal for someone with at least 3 + years of experience who is organised, proactive, and ready to contribute to a fast-paced environment.

Key Responsibilities

• Prepare and review client communications, ensuring accuracy and professionalism
• Onboard new clients and maintain client records
• Handle client inquiries, providing clear and timely responses
• Manage client company registers and ensure compliance with ASIC requirements
• Submit necessary documents to ASIC and manage company changes
• Review and process ASIC annual reviews
• Register companies and trusts with NTAA
• Oversee billing and invoicing processes
• Send and manage DocuSign packs
• Lodge Income Tax Returns
• Follow up on client queries and provide ongoing support
• Maintain accurate client records and prepare relevant reports
• Answer phone calls and assist with general administrative tasks
• Support partners and team members with various tasks
• Provide guidance to junior staff when needed

Skills and Experience

• Minimum 3 years’ experience in administration or a similar role in a professional services environment
• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple tasks and priorities
• Proficient in Microsoft Word and Excel
• Experience with BGL CAS 360, ASIC Portal, ATO Portal, Xero Practice Manager, Virtual Cabinet

Benefits to you

• Hybrid working arrangement
• Full time hours
• Direct involvement with Partners and the wider team
• Ongoing support and professional development