Client Services & Practice Administrator (Accounting & Financial Planning)

Simaco Partners Pty Ltd; Canterbury-Bankstown; On-site; AUD 55,000 - 75,000; Full time

Job summary

Simaco Partners Pty Ltd is seeking an experienced administrative assistant to support our accounting, financial planning and mortgage broking divisions. You will help deliver exceptional client service while ensuring the practice operates efficiently and remains compliant.

Based in our Canterbury-Bankstown office, you will handle client onboarding, engagement documents, diary management for senior staff and support with compliance tasks and billing.

Qualifications

• Proven administration, client services or professional office experience.
• Excellent organisational and time-management skills.
• Strong written and verbal communication skills.
• High attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Outlook, Word, Excel and Teams.

Responsibilities

• Prepare and manage client engagement letters, renewals, and invoices.
• Coordinate onboarding of new clients across the business.
• Support AUSTRAC and AML record-keeping compliance where required.
• Assist in coordinating the notice of assessment, e sign and lodgement program with staff.
• Manage workflow and records for forms, billings and lodgments.
• Assist with coordinating client appointments and diary management for senior staff.
• Organise follow-up actions from client meetings.
• Assist with client fact finds, tax return input and information collection.
• Prepare advisers for meetings with complete documentation and notes.
• Coordinate implementation paperwork and provider follow-up after advice/lending is approved.
• Assist Senior Staff with debtors, WIP and invoicing follow-up.
• Assist with ASIC annual reviews and changes for clients.
• Ensure the office remains organized and presentable.
• Identify and implement office process improvements.

Skills

Initiative

Follow-up

Time management

Attention to detail

Communication

Client-focused

Multitasking

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft Teams

Job description

Working closely with the Directors and professional staff, you will provide administrative and client service support across our accounting, financial planning and mortgage broking divisions. You will play an important role in ensuring clients receive an exceptional experience while helping the practice operate efficiently and remain compliant with its regulatory obligations.

Key responsibilities

• Prepare and manage client engagement letters and engagement renewals, including invoices.
• Coordinate onboarding of new clients across the business.
• Support compliance processes, including AUSTRAC and AML record-keeping requirements where required.
• Assist in coordinating the notice of assessment, e sign and lodgement program with staff.
• Manage workflow and records relating to outstanding forms, engagement acceptances and client documentation, including billings and lodgments.
• Assist in coordinating client appointments, review meetings and diary management for senior staff.
• Organise follow-up actions arising from client meetings.
• Assist with completion of client fact finds, individual tax return input and collection of preliminary information as required by senior staff.
• Prepare advisers for meetings by ensuring documentation is complete and organized for quick turnaround (along with relevant file notes).
• Coordinate implementation paperwork and provider follow-up under manager direction after advice / lending has been approved.
• Assist Senior Staff in review, management and follow up of debtors, WIP and associated invoicing.
• Assist with ASIC annual reviews and changes for clients.
• Ensure the office remains organised and presentable.
• Identify improved processes and implement them in the office environment.

About you:

• Demonstrated initiative and a drive to deliver key outcomes and follow up for results.
• The ability to follow items up without prompting.
• Previous administration, client services or professional office experience.
• Excellent organisational and time-management skills.
• Strong written and verbal communication skills.
• High attention to detail and accuracy.
• Ability to manage multiple priorities and deadlines.
• Proficiency in Microsoft Outlook, Word, Excel and Teams.
• A positive, proactive and client-focused approach.

About us

Simaco Partners is a growing professional services firm providing accounting, tax and financial services, including mortgage broking and financial planning, to individuals, families and business owners throughout Sydney. Given the nature of the role, it will be office based in the first instance.