Office Administrator / Client Services Coordinator (Permanent, 30-32 hours PW)

Wealthcrest Accountants & Business Advisors; Geehi; On-site; AUD 45,000 - 60,000; Part time

Benefits offered by this job

Permanent part-time role

Modern Bella Vista office

Training in practice systems

Job summary

Wealthcrest Accountants is a growing accounting and advisory firm based in Bella Vista, Norwest Sydney. We are seeking a proactive Office Administrator / Client Services Coordinator to join our team on a permanent part-time basis, approx.

30–32 hours per week, with potential to move to full-time. This client-facing role suits someone with strong communication and people skills who can manage multiple priorities in a professional services environment.

Qualifications

• Proactive, switched on with ownership of tasks.
• Confident communicator with people skills and professional phone manner.
• Highly organised with strong attention to detail.
• Able to manage multiple priorities and deadlines in a professional services setting.

Responsibilities

• Answering and managing incoming calls and emails professionally.
• Responding to client enquiries about accounting and tax matters, including status updates and follow-ups.
• Liaising with the ATO on behalf of clients and coordinating communications with clients and the team.
• Manage director’s calendar, schedule meetings, and handle onboarding and engagement documentation.
• Use practice management and billing systems such as Xero Practice Manager and Ignition.
• Follow up clients for information, documents and approvals; maintain client records and workflow notes.
• Support small internal projects including software implementation and process improvements.

Skills

Communication skills

Organisation

Time management

Problem solving

Attention to detail

Phone manner

Tools

Xero Practice Manager

Ignition

Microsoft Office

Job description

Office Administrator / Client Services Coordinator (Permanent, 30-32 hours PW)

Wealthcrest Accountants is a growing accounting and advisory firm based in Bella Vista, Norwest Sydney. We provide accounting, taxation and advisory services to SMEs, investors and individuals across Australia.

We are seeking a proactive, switched-on and well-organised Office Administrator / Client Services Coordinator to join our team on a permanent part-time basis, working approximately 30–32 hours per week, with the potential to move into a full-time role in the future.

This is a key client-facing position that would suit someone with strong communication and people skills who enjoys variety, takes ownership of their work and is comfortable managing multiple priorities in a professional services environment.

The successful candidate will work closely with the director, local accounting team and offshore team, while acting as an important point of contact for clients.

Key Responsibilities

• Answering and managing incoming phone calls and emails in a professional manner
• Responding to client enquiries regarding their accounting and tax matters (status updates, basic explanations, follow-ups)
• Liaising with the ATO, including handling ATO phone calls and correspondence on behalf of clients
• Acting as a communication link between clients, the director, and the accounting team (including offshore staff)
• Managing the director’s calendar, scheduling meetings, and booking appointments
• Assisting with client onboarding, new entity setups, and engagement documentation
• Using practice management, workflow and billing systems such as Xero Practice Manager and Ignition
• Following up clients for outstanding information, documents and approvals
• Maintaining accurate client records, internal documentation and workflow notes

• Supporting small internal projects, including software implementation, vendor liaison and process improvements

About You

• Proactive, switched on and able to take ownership of tasks
• A confident communicator with strong people skills and a professional phone manner
• Highly organised with strong attention to detail
• Comfortable managing multiple tasks, deadlines and competing priorities
• Reliable, adaptable and willing to learn
• Confident using office systems and open to learning new software and technology
• Able to follow matters through to completion without requiring constant supervision
• Comfortable working with clients and team members from different backgrounds

Skills & Experience

• Previous experience in office administration, client services or a similar coordination role
• Experience in an accounting, financial services or other professional services firm will be highly regarded
• Experience dealing with the ATO is an advantage
• An accounting, business or commerce background is desirable but not essential
• Good working knowledge of Microsoft Office and general business software
• Experience with Xero Practice Manager, Ignition or similar systems is advantageous but not essential
• Full Australian working rights

What We Offer

• Permanent part-time role of approximately 30–32 hours per week
• Modern Bella Vista office with free onsite parking
• A varied role with autonomy and responsibility

• Support and training in accounting-practice systems and technology
• A friendly, supportive and growing professional environment
• Long-term career opportunity with potential to grow into an office management or practice management role
• Potential to move into full-time employment in the future