Onboarding & Client Services Specialist – Accounting

Charterhouse; Geelong; On-site; AUD 85,000 - 105,000; Full time

Job summary

Charterhouse Geelong is seeking an experienced Administration Support / Client Services Officer for a permanent, full-time role in North Geelong. You will manage end-to-end client onboarding, assist with regulatory admin, and provide day-to-day support across the firm.

Ideal candidates have 5+ years in EA/Client Services within public practice accounting, with strong communication and organisational skills and experience with accounting systems such as Xero Tax, XPM, FYI, CAS 360 and ASIC/ATO

Qualifications

• 5+ years in an Executive Assistant, Client Services, Administration or similar role within a public practice accounting or professional services environment.
• Experience working with ASIC, the ATO and regulatory compliance requirements.
• Strong client relationship and communication skills.
• Excellent organisational skills with the ability to manage competing priorities.
• High attention to detail and a proactive approach to problem solving.

Responsibilities

• Managing the end-to-end client onboarding process.
• Completing electronic identity verification checks and maintaining onboarding documentation.
• Preparing and managing ASIC Annual Company Statements and related invoices.
• Processing company updates including director, address and company detail changes.
• Liaising with the Australian Taxation Office (ATO) on behalf of clients.
• Maintaining accurate client records across CRM and document management systems.
• Preparing correspondence, handling mail and supporting general office administration.
• Providing administrative support to Directors, Executive Assistants and the wider team.
• Assisting with process improvements and ensuring efficient office operations.

Skills

Executive Assistant experience

Client Services

Administration

Regulatory compliance awareness

Onboarding processes

Tools

Xero Tax

XPM

FYI

CAS 360

ASIC Edge

ATO Tax Agent Portal

Job description

Charterhouse Geelong is seeking an experienced Administration Support / Client Services Officer for a permanent, full-time role in North Geelong. You will manage end-to-end client onboarding, assist with regulatory admin, and provide day-to-day support across the firm.

Ideal candidates have 5+ years in EA/Client Services within public practice accounting, with strong communication and organisational skills and experience with accounting systems such as Xero Tax, XPM, FYI, CAS 360 and ASIC/ATO