Practice Administration & Client Services Officer

Andresen McCarthy Partners; City of Melbourne; On-site; AUD 55,000 - 75,000; Full time

Job summary

Andresen McCarthy Partners is seeking an experienced Practice Administration & Client Services Officer to join our team in Eltham, Victoria. The role covers reception, client services, ASIC administration, billing support and broader practice operations.

You will work closely with the Office Manager, accountants and partners, managing workload, following procedures and providing reliable support across the firm. Previous experience in accounting or professional services is highly regarded.

Qualifications

• Professional in their approach with strong administration and client service skills.
• Confident communicating with clients by phone and email.
• Highly organised, detail-focused and able to manage competing priorities.

Responsibilities

• Manage shared reception and telephone duties, assist with client enquiries and appointments.
• Maintain client records in XPM and assist with onboarding/offboarding and signing documents.
• Handle routine ASIC administration including annual reviews and company changes; escalate complex matters.
• Assist with invoicing and follow up on outstanding accounts with calls and emails.
• Provide general administrative support to accountants, managers and partners.
• Follow established procedures to ensure smooth day-to-day office operations.
• Grow involvement in other administration areas over time.

Skills

Administration

Client services

Organisation

Communication

Attention to detail

Xero Practice Manager (XPM)

Tools

Xero Practice Manager (XPM)

Job description

Practice Administration & Client Services Officer

Andresen McCarthy Partners is seeking an experienced, organised and personable Practice Administration & Client Services Officerto join our administration team.

This is a varied role suited to someone who enjoys being involved across all areas of a professional services practice rather than performing one narrow function.

Working closely with our Office Manager, accountants, partners and administration team, you will assist with reception and client services, ASIC administration, debtor follow-up, document processing, billing administration and general practice support.

We are looking for someone who can confidently manage their own workload, follow established procedures and priorities, communicate professionally with clients and staff, and become a reliable point of support within the practice.

Previous experience working in an accounting, financial services or other professional services environment would be highly regarded.

Key responsibilities:

Your responsibilities will include:

• Managing shared reception and telephone duties, assisting with client enquiries, coordinating accountant appointments and managing incoming correspondence.
• Maintaining client records within Xero Practice Manager (XPM) and assisting with client onboarding, offboarding, document preparation and electronic signing
• Managing routine ASIC administration, including annual reviews, company changes, payment follow-up and preparation of standard ASIC forms, with complex matters escalated to the Office Manager
• Assisting with invoicing and following up outstanding debtor accounts by telephone and email, including maintaining accurate follow-up records
• Providing general administrative support to accountants, managers and partners across the practice
• Following established administration procedures and workflows and assisting with the smooth day-to-day operation of the office
• As you become familiar with the practice, there will also be opportunities to become involved in additional areas of administration and practice operations.

About you

We are looking for someone who is:

• Professional in their approach, with strong administration and client service skills.
• Confident communicating with clients by telephone and email, including professionally following up outstanding accounts
• Highly organised, detail-focused and able to manage competing priorities
• Reliable, proactive and comfortable taking responsibility for tasks through to completion
• Confident learning and working across multiple software systems
• A clear and professional communicator who can work independently, follow established procedures and use initiative when required

You will enjoy this role if you like variety, take pride in keeping things organised and enjoy being the person others can rely on to make sure things are followed through.

Experience with any of the following would be highly regarded but is not essential, as training will be provided our internal systems and procedures.

• Accounting practice administration and client service
• ASIC administration and corporate compliance.
• Debtor follow-up, accounts receivable or billing administration

Andresen McCarthy Partners is an established accounting and advisory practice based in Eltham, Victoria, providing accounting, taxation, business advisory and associated professional services.

We offer a varied role within a friendly and professional team, with exposure to client administration, ASIC, practice systems and broader office operations. You’ll be supported with established procedures, training and the opportunity to take responsibility for your own areas of work while continuing to develop your experience.

We also value a positive team culture, with regular staff social events and quarterly team-bonding activities throughout the year.

We are looking for someone who takes pride in professionalism, accuracy and delivering a high standard of friendly, responsive and client-focused service, and who would like to become a valued long-term member of our team.

Join Our Team

If you are an administrator who takes pride in providing a high standard of professional, client-focused service and enjoys working in a varied professional services environment, we would love to hear from you.

We are particularly interested in hearing from candidates who are organised, reliable and confident in taking ownership of their responsibilities while working as part of a close-knit team.