Part-Time Client Services Coordinator | Office Organizer

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

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.