Senior Administrator & Client Services Lead

Carnegie Financial Services Ltd; Parramatta; On-site; AUD 65,000 - 95,000; Full time

Benefits offered by this job

Bonus incentives

Annual leave incentives

Career pathway

Job summary

Carnegie Financial Services Ltd is seeking an experienced Senior Administrator to support our accountants and leadership team, keeping administrative processes running smoothly. You will be the first point of contact for clients, ensuring professional, on-time service and organised documentation.

Responsibilities include setting up companies and trusts, ASIC tasks, client onboarding, invoicing, records management and diary coordination.

Qualifications

• 3+ years' administration experience in accounting or professional services.
• Experience setting up companies and trusts, and handling ASIC work.
• Strong knowledge of NowInfinity, InfoTrack, XPM, FYI Docs, Xero and DocuSign.

Responsibilities

• Deliver high standard client service across phone, email and in person.
• Oversee day-to-day administration including reception and inquiries.
• Set up new companies and trusts using NowInfinity with documentation.
• Manage ASIC company secretarial tasks including annual reviews and changes.
• Coordinate client onboarding, engagement letters and AML/CTF checks.
• Maintain client records and workflow in XPM; manage docs in FYI Docs.
• Coordinate DocuSign packages and lodgement tracking for tax and statements.
• Process invoicing, monitor debtors and follow up outstanding accounts.
• Manage Outlook diaries, meetings and client appointments.

Skills

Client service

Time management

Communication

Initiative

Tools

NowInfinity

InfoTrack

Xero

XPM

FYI Docs

Outlook

DocuSign

Job description

Carnegie Financial Services Ltd is seeking an experienced Senior Administrator to support our accountants and leadership team, keeping administrative processes running smoothly. You will be the first point of contact for clients, ensuring professional, on-time service and organised documentation.

Responsibilities include setting up companies and trusts, ASIC tasks, client onboarding, invoicing, records management and diary coordination.