Client Services Administrator

MW Recruitment; Toowoomba Regional; On-site; AUD 60,000 - 85,000; Full time

Job summary

MW Recruitment is sourcing an accounting support role in Toowoomba for someone with accounting practice experience. The role focuses on client-facing administration within an established accounting and financial advisory practice.

You'll work closely with accountants and financial advisers, coordinating day-to-day administration, client onboarding and file management, with an emphasis on meeting deadlines and professional communication.

Qualifications

• Experience in accounting or professional services practice.
• Ability to manage deadlines and client communications.
• Strong organisation and attention to detail.

Responsibilities

• Provide day-to-day support to accountants and financial advisers.
• Coordinate client correspondence, documentation and follow-ups.
• Manage client files and records, including financial advisory documentation.
• Support practice administration and onboarding.

Skills

Accounting practice experience

Attention to detail

Client communication

Time management

MS Office proficiency

Tools

Microsoft Office

Job description

Bring your accounting practice experience to a role where it will genuinely be put to use.

If you've worked in an accounting or professional services practice, you'll understand that this role requires more than general office skills. You already understand client deadlines, professional communication, compliance processes and the importance of keeping things moving behind the scenes.

This is a genuine opportunity to join an established Toowoomba accounting and financial advisory practice, working closely with accountants and financial advisers, supporting clients and helping coordinate the day-to-day administration of the practice.

Experience within financial planning, wealth management or financial advisory would be advantageous, but accounting practice experience is the key requirement.

Why this role stands out

• Specialist client services role within an accounting and financial advisory practice
• Your previous accounting practice experience will be immediately relevant
• Work closely with accountants, financial advisers and clients
• Exposure to both accounting compliance and financial advisory workflows
• Variety across client administration, compliance support and practice coordination
• Genuine long-term opportunity within an established professional practice

What you'll be doing

• Providing day-to-day support to accountants and financial advisers
• Managing client correspondence, documentation and follow-ups
• Coordinating appointments, meetings and client communications
• Preparing and maintaining client files and records, including financial advisory documentation
• Maintaining client information across practice management systems
• Assisting with new client onboarding and documentation
• Monitoring workflow, deadlines and outstanding client information
• Supporting the team with general practice administration
• Acting as a professional and friendly point of contact for clients

What you'll bring

• Previous experience within an accounting or professional services practice is essential
• Strong attention to detail and organisational skills
• Confidence communicating with clients and professional staff
• Ability to manage competing priorities and deadlines
• Strong written and verbal communication skillsGood Microsoft Office skills and the ability to learn new systems
• Professional, reliable and proactive approach
• Experience in financial planning, wealth management or financial advisory will be highly regarded, but is not essential.

If you have accounting practice experience and are looking for a client-facing role where your industry knowledge is genuinely relevant, including exposure to financial advisory, we'd like to hear from you.