Client Services & Practice Admin - Accounting & Planning

Simaco Partners Pty Ltd; Sydney; On-site; AUD 55,000 - 70,000; Full time

Job summary

Simaco Partners Pty Ltd is seeking a Client Services & Practice Administrator to provide administrative support across accounting, financial planning and mortgage broking divisions in Sydney. The role focuses on delivering exceptional client experiences while ensuring compliance and efficiency.

The successful candidate will manage client onboarding, engagement letters, invoicing and diary management for senior staff, with office-based duties in NSW.

Qualifications

• Experience in administration, client services or professional office environment.
• Excellent organisational and time-management skills.
• Strong written and verbal communication abilities.
• Proficiency in MS Office suite (Outlook, Word, Excel, Teams).

Responsibilities

• Prepare and manage client engagement letters, renewals, and invoices.
• Coordinate onboarding of new clients across the business.
• Support compliance processes and record-keeping.
• Assist in coordinating notices, e-sign and lodgement programs.
• Manage workflow and records for forms, invoicing and lodgments.
• Coordinate client appointments and diary management for senior staff.
• Follow up on action items from client meetings and meetings notes.
• Assist with client fact finds, tax return input and data collection.
• Prepare advisers for meetings with complete documentation and notes.
• Coordinate paperwork and provider follow-up after advice or lending is approved.
• Assist with debtors, WIP and invoicing follow-up.
• Support ASIC annual reviews and client changes.
• Maintain a tidy and presentable office.

Skills

Initiative

Organisational skills

Time-management

Written communication

Verbal communication

Attention to detail

Multitasking

Proactive

Client-focused

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft Teams

Job description

Simaco Partners Pty Ltd is seeking a Client Services & Practice Administrator to provide administrative support across accounting, financial planning and mortgage broking divisions in Sydney. The role focuses on delivering exceptional client experiences while ensuring compliance and efficiency.

The successful candidate will manage client onboarding, engagement letters, invoicing and diary management for senior staff, with office-based duties in NSW.