Executive Personal Assistant & Client Services Coordinator

Walshs; City of Brisbane; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Team-Building Activities

Professional Development

Career Growth

Job summary

Walshs is seeking a Personal Assistant & Client Service Coordinator to support an Associate and their team in Brisbane. You will manage a busy inbox and calendar, coordinate documentation, and deliver exceptional client service, acting as the key link between clients, accountants and internal stakeholders.

The role involves working with an offshore resource, handling non-advice client queries, and maintaining confidential records while supporting back-office tasks.

Qualifications

• 1–2 years’ experience in a client service or administration role.
• Excellent written and verbal communication skills.
• Highly organised, flexible and able to prioritise effectively.
• Willingness to learn and grow within the role.
• Proactive mindset with strong problem-solving ability.

Responsibilities

• Manage the Associate's calendar and email inbox.
• Act as the main point of contact for clients, handling non-advice queries.
• Coordinate and prepare required documents for new and existing clients.
• Maintain confidential records and file notes.
• Work with an offshore resource to support back-office tasks.
• Set up tax files and book tax meetings.
• Request information from clients and complete compilations.
• Liaise with banks, insurers, brokers, super funds, accountants and advisers.
• Draft official correspondence and produce reports.
• Monitor job flow and manage client due dates.
• Provide general administrative support, including phones, mail, scanning and reception backup.

Skills

Communication

Organization

Prioritization

Education

Year 12 or equivalent

Job description

Walshs is seeking a Personal Assistant & Client Service Coordinator to support an Associate and their team in Brisbane. You will manage a busy inbox and calendar, coordinate documentation, and deliver exceptional client service, acting as the key link between clients, accountants and internal stakeholders.

The role involves working with an offshore resource, handling non-advice client queries, and maintaining confidential records while supporting back-office tasks.