Client Services & Onboarding Coordinator

Trekk Advisory; Bangalow; On-site; AUD 55,000 - 70,000; Full time

Benefits offered by this job

On-the-job training

Supportive team that values new ideas

Based in Bangalow NSW

Job summary

Trekk Advisory in Bangalow, NSW is seeking a proactive administrative client services assistant. You will handle front-line queries, onboarding, and document collection while supporting efficient workflows with our digital tools.

Full training is provided, and you will join a small, supportive team that values new ideas. The role offers opportunities to streamline processes, manage engagements, and contribute to a modern accounting practice.

Qualifications

• Willing to learn and grow with full training provided.

Responsibilities

• Be first contact for clients by phone, email and in person; handle queries and follow-ups.
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Skills

Fast learner

Tech savvy

Professional communication

Process minded

Detail oriented

Organised

Tools

Xero

XPM

FYI

Ignition

Annature

Job description

Trekk Advisory in Bangalow, NSW is seeking a proactive administrative client services assistant. You will handle front-line queries, onboarding, and document collection while supporting efficient workflows with our digital tools.

Full training is provided, and you will join a small, supportive team that values new ideas. The role offers opportunities to streamline processes, manage engagements, and contribute to a modern accounting practice.