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

Personal Assistant & Client Services Coordinator

Are you an organised, proactive and people-focused professional looking to grow your career in client services? Walshs is seeking a Personal Assistant & Client Service Coordinator to support an Associate and their team, acting as the key link between our clients, accountants and internal stakeholders.

This role is perfect for someone who enjoys managing a busy inbox and diary, coordinating documentation, and providing exceptional service to clients.

About the role:

In this position you will play a crucial part in ensuring our clients receive timely, accurate and friendly support. You’ll manage communication on behalf of the Associate, coordinate essential documentation, keep workflows on track, and maintain strong relationships with clients and external partners.

You’ll also work closely with an offshore administration resource and other client service coordinators within Walshs.

What you will do:

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

What you need:

Completion of secondary education - year 12, or equivalent

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

A willingness to learn and grow within the role

A proactive mindset with strong problem-solving ability

A positive team attitude and strong relationship-building skills

About Walshs:

Walshs is a well-established accounting and financial services firm located in Brisbane’s CBD. With over 30 years in the industry, we’re committed to helping clients achieve financial success. We foster a culture of accountability, innovation, and excellence—where teamwork and personal development are prioritized.

As a member of our team, you’ll enjoy:

Team-Building Activities

Professional Development specific to your role

Opportunities for Career Growth

Our Values:

Client-Focused

Reliable

Professional

Supportive

Team Player