Client Services Officer

Charterhouse; Geelong; On-site; AUD 85,000 - 105,000; Full time

Job summary

Charterhouse Geelong is seeking an experienced Administration Support / Client Services Officer for a permanent, full-time role in North Geelong. You will manage end-to-end client onboarding, assist with regulatory admin, and provide day-to-day support across the firm.

Ideal candidates have 5+ years in EA/Client Services within public practice accounting, with strong communication and organisational skills and experience with accounting systems such as Xero Tax, XPM, FYI, CAS 360 and ASIC/ATO

Qualifications

• 5+ years in an Executive Assistant, Client Services, Administration or similar role within a public practice accounting or professional services environment.
• Experience working with ASIC, the ATO and regulatory compliance requirements.
• Strong client relationship and communication skills.
• Excellent organisational skills with the ability to manage competing priorities.
• High attention to detail and a proactive approach to problem solving.

Responsibilities

• Managing the end-to-end client onboarding process.
• Completing electronic identity verification checks and maintaining onboarding documentation.
• Preparing and managing ASIC Annual Company Statements and related invoices.
• Processing company updates including director, address and company detail changes.
• Liaising with the Australian Taxation Office (ATO) on behalf of clients.
• Maintaining accurate client records across CRM and document management systems.
• Preparing correspondence, handling mail and supporting general office administration.
• Providing administrative support to Directors, Executive Assistants and the wider team.
• Assisting with process improvements and ensuring efficient office operations.

Skills

Executive Assistant experience

Client Services

Administration

Regulatory compliance awareness

Onboarding processes

Tools

Xero Tax

XPM

FYI

CAS 360

ASIC Edge

ATO Tax Agent Portal

Job description

Administration Support / Client Services Officer (Accounting Firm)

North Geelong | Permanent | $85,000 – $105,000 Package (Inclusive of Super)

Are you an experienced Receptionist, Administration or Client Support professional with a background in public practice accounting? Are you looking to join a highly regarded firm where you can build a long-term career?

Our client is one of Geelong's longest-established independent accounting and business advisory firms, operating for over 70 years. They provide accounting, tax, business advisory, financial planning, business valuations and succession planning services to a diverse client base, including SMEs, professionals and agribusinesses.

Based in North Geelong, this firm has built an outstanding reputation within the local business community and is known for its collaborative culture and low staff turnover.

Due to continued growth, they are seeking an experienced Administration Support / Onboarding Assistant to join their team. This is a newly created permanent opportunity, offering the chance to work closely with Directors, Executive Assistants and Accountants while playing a key role in delivering exceptional client service.

The Role

In this varied position, you'll be responsible for supporting the onboarding of new clients, assisting with regulatory compliance administration and providing day-to-day administrative support across the business.

Key responsibilities include:

• Managing the end-to-end client onboarding process
• Completing electronic identity verification checks and maintaining onboarding documentation
• Preparing and managing ASIC Annual Company Statements and related invoices
• Processing company updates including director, address and company detail changes
• Liaising with the Australian Taxation Office (ATO) on behalf of clients
• Maintaining accurate client records across CRM and document management systems
• Preparing correspondence, handling mail and supporting general office administration
• Providing administrative support to Directors, Executive Assistants and the wider team
• Assisting with process improvements and ensuring efficient office operations

About You

To be successful in this role you will have:

• A minimum of 5 years' experience in an Executive Assistant, Client Services, Administration or similar role within a public practice accounting or professional services environment
• Experience working with ASIC, the ATO and regulatory compliance requirements
• Strong client relationship and communication skills
• Excellent organisational skills with the ability to manage competing priorities
• High attention to detail and a proactive approach to problem solving
• Experience using accounting and practice management systems such as Xero Tax, XPM, FYI, CAS 360, ASIC Edge, ATO Tax Agent Portal or similar
• A professional, collaborative and client-focused approach

What's on Offer

• Permanent full-time opportunity
• Salary package of $85,000 – $105,000 (inclusive of superannuation)
• Join one of Geelong's most respected accounting and advisory firms
• Friendly, supportive and collaborative team environment
• Long-term career growth and development opportunities
• Modern offices located at Federal Mills, North Geelong
• Stable business with an excellent reputation and low staff turnover

If you're an experienced administration professional looking to take the next step in your career within a respected accounting firm, we'd love to hear from you.