Practice Administrative Assistant — Front Desk & Onboarding

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 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