Client Services & Operations Coordinator

BDO Administration Pty Ltd; Western Australia; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellbeing benefits

Staff discounts

Community initiatives via BCaring

Job summary

BDO is hiring a Client Services Assistant to support Partners and the Business Services team in delivering administrative, operational and client service activities. You will handle diaries, onboarding, billing, and document preparation in line with BDO standards.

You will coordinate client onboarding and record-keeping across CRM and internal systems, assist with tax lodgements and ASIC filings, and help with staff onboarding and day-to-day administration.

Qualifications

• Experience in Client Services/Administration in a professional services or public practice environment.
• Excellent organisational skills with the ability to manage multiple priorities and deadlines.
• Strong attention to detail and commitment to high-quality work.
• Excellent communication and stakeholder management skills.
• Proactive, professional and client-focused approach.
• Advanced Microsoft Office; familiarity with ServiceNow, Workday, Practice Ignition and CAS360 is advantageous.

Responsibilities

• Provide administrative support to Partners, Directors, Managers and senior staff, managing tasks via ServiceNow.
• Manage correspondence, diaries, meetings and priorities to support workflow.
• Prepare client engagement and onboarding documents, reports, and business correspondence.
• Coordinate onboarding activities and record-keeping across CRM and document systems.
• Assist with billing, expense claims, and disbursements.
• Assist with ATO lodgements, tax returns and BAS as required.
• Support secretarial work including ASIC documentation lodgement.
• Coordinate travel and meetings for the Senior Executive Assistant.
• Format and quality review client and internal documents to BDO standards.
• Support staff onboarding and departures.
• Respond to client queries timely and professionally; handle calls and messages.
• Handle mail and general office duties; support workflow coordination.

Skills

Client services

Administration

Organisational skills

Attention to detail

Communication

Stakeholder management

Microsoft Office

ServiceNow

Workday

CAS360

Tools

ServiceNow

Workday

Practice Ignition

CAS360

Job description

BDO is hiring a Client Services Assistant to support Partners and the Business Services team in delivering administrative, operational and client service activities. You will handle diaries, onboarding, billing, and document preparation in line with BDO standards.

You will coordinate client onboarding and record-keeping across CRM and internal systems, assist with tax lodgements and ASIC filings, and help with staff onboarding and day-to-day administration.