Client Services & Practice Administrator (Accounting & Financial 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

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.

Client Services & Practice Administrator (Accounting & Financial Planning) • Sydney, NSW, AU