Practice Administrative Assistant

Traverse Accountants; Sydney; On-site; AUD 55,000 - 65,000; Full time

Job summary

Traverse Accountants is a boutique Chartered Accounting firm in Sydney, seeking a Practice Administrative Assistant to support front-of-office operations. The role covers onboarding, client engagement administration, and general practice tasks in a collaborative in-office environment.

The position is available as full-time or part-time, Monday to Friday, with responsibilities across reception, document management, and system support to help accountants and leadership maintain well-organised

Qualifications

• Strong communication and customer service skills.
• High level of attention to detail and organisational ability.
• Professional presentation and interpersonal skills.
• Ability to manage multiple administrative tasks and priorities.
• Strong time management and reliability.
• Ability to maintain confidentiality and professional standards.
• Confidence using office systems and learning new software.
• Collaborative team mindset with a proactive approach to supporting others.

Responsibilities

• Answer and direct incoming phone calls in a professional and courteous manner.
• Manage reception duties and ensure a positive visitor experience.
• Receive, sort and distribute incoming mail.
• Scan, file and maintain electronic document records.
• Maintain organised client files and document management systems.
• Uphold confidentiality and professionalism in all client and firm interactions.
• Prepare documents for electronic signature using FuseSign and manage wet signing where required.
• Assist with preparation of company and trust incorporations and related documentation.
• Update client records in the CRM (Action CRM).
• Process incoming client mail and escalate items as needed.
• Support client onboarding and offboarding administration processes.
• Provide general administrative support to the broader team.

Skills

Communication skills

Customer service

Attention to detail

Organization

Professional presentation

Time management

Confidentiality

Learning new software

Team collaboration

Tools

Microsoft Office Suite

Action CRM

FuseSign

Document management systems

Xero (desirable)

Job description

Traverse Accountants is a boutique Chartered Accounting firm in the heart of Sydney’s Millers Point. We pride ourselves on a collaborative, in-office culture where experienced professionals work together to deliver exceptional Taxation, Advisory, Corporate and Business solutions with integrity and commercial insight.

Our passionate team thrives on solving real business challenges. We partner closely with clients, helping them navigate complexity and achieve growth, while making our office a place where every team member feels connected, supported and challenged.

Based in a vibrant CBD location, Traverse offers a workplace that values mentorship, professional development and daily collaboration and is ideal for people who enjoy being with their team and building meaningful client impact together. Join us and be part of a team that works hard, celebrates wins, and helps businesses get ahead.

About the Opportunity

The Practice Administrative Assistant provides front-of-office support and administrative assistance to the Traverse Accountants team. This role ensures the smooth day-to-day operation of the office, supports the onboarding and administration of client engagements, and assists the Practice Manager and Office Manager with general practice administration.

The position plays an important role in maintaining professional client interactions, accurate administrative processes, and well-organised systems that support the firm’s accountants and leadership team.

This position is needed Mon-Fri and the firm is open to a full time or part time arrangement.

Key Responsibilities

Front-of-Office & General Administration

• Answer and direct incoming phone calls in a professional and courteous manner
• Manage reception duties and ensure a positive visitor experience
• Receive, sort and distribute incoming mail
• Scan, file and maintain electronic document records
• Maintain organised client files and document management systems
• Uphold confidentiality and professionalism in all client and firm interactions

Practice Administration Support

• Prepare documents for electronic signature using FuseSign and manage wet signing where required
• Assist with preparation of company and trust incorporations and related documentation
• Maintain and update client records within the firm’s CRM system (Action CRM) in accordance with documented procedures
• Collect and process incoming client mail, escalating items where appropriate
• Provide all Traverse Accountants and Managing Director mail to the Practice Manager
• Support client onboarding and offboarding administration processes
• Provide general administrative support to the broader team as required

Office Support

• Assist with office restocking and maintaining office supplies as directed
• Maintain kitchen facilities, including office opening and closing procedures
• Assist with coordinating monthly employee birthday celebrations, and other workplace social events
• Support the overall organisation and presentation of the office environment
• Assist with coordination of suppliers and service providers where required

Systems & Process Support

• Follow established systems, policies and procedures across the practice
• Assist with testing of system improvements or new processes where required
• Support the documentation and updating of standard operating procedures (SOPs)
• Participate in internal systems training and process improvement initiatives

About You

• Strong communication and customer service skills
• High level of attention to detail and organisational ability
• Professional presentation and interpersonal skills
• Ability to manage multiple administrative tasks and priorities
• Strong time management and reliability
• Ability to maintain confidentiality and professional standards
• Confidence using office systems and learning new software
• Collaborative team mindset with a proactive approach to supporting others

Systems & Software Exposure (Desirable)

• Microsoft Office Suite (Word, Excel, Outlook)
• CRM systems (Action CRM or similar)
• Electronic signature platforms (FuseSign or similar)
• Document management systems
• Exposure to accounting software such as Xero (desirable but not essential)