Senior Client Services / Practice Administrator

Private Advertiser; City of Brisbane; On-site; AUD 65,000 - 90,000; Full time

Job summary

Private Advertiser in Brisbane is seeking an experienced Client Services / Practice Administrator to join the team. The role requires practical Australian accounting or taxation practice experience and a track record of ownership over processes and client communication.

You will manage XPM jobs, workflows and WIP, monitor tasks, and maintain client records with intake and onboarding duties. Strong knowledge of AML/CTF and KYC onboarding is valued, along with proficiency in Outlook, Word and

Qualifications

• Experience with FYI document management and workflows.
• Familiarity with ATO Online services for agents and tax agent administration.
• Experience with ASIC and company administration.
• Experience with AML/CTF, KYC and client onboarding procedures.
• Ability to maintain client records and prepare professional correspondence.
• Strong organisational skills and attention to detail.
• Ability to work independently within a small team.

Responsibilities

• Managing XPM jobs, workflow and WIP administration.
• Monitoring outstanding tasks and following up staff and clients.
• Maintaining client records, structures and practice information.
• Assisting with ATO correspondence, tax return and activity statement administration.
• ASIC annual reviews, company changes and corporate records.
• Client onboarding and electronic signing processes.
• Preparing routine client correspondence.

Skills

FYI document management

Workflow management

ATO Online services

ASIC administration

Client onboarding

AML/CTF onboarding

KYC onboarding

Maintaining client records

Professional client correspondence

Confidentiality

Direct client communication

Independent work

Ownership of processes

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Senior Client Services / Practice Administrator

We are seeking an experienced Client Services / Practice Administrator to join our team. Previous experience in an Australian accounting or taxation practice is essential.

This is not simply a data-entry or administrative role. We are looking for someone who can progressively take ownership of processes, identify what needs attention, follow up outstanding matters and see tasks through to completion.

About you

You will have practical experience with:

FYI document management and workflows

ATO Online services for agents and tax agent administration

ASIC and company administration

Client onboarding and electronic document signing

Maintaining client records and databases

Preparing professional client correspondence

Microsoft Outlook, Word and Excel

Experience with AML/CTF and KYC client onboarding procedures will be highly regarded.

You will be:

Highly organised and detail-focused

Comfortable following procedures and managing deadlines

Able to identify outstanding matters without waiting for instructions

Confident communicating directly with clients

Professional and able to maintain strict confidentiality

Comfortable working independently and as part of a small team

Able to progressively take ownership of processes from beginning to end

Key responsibilities

The role will cover a broad range of practice administration, including:

Managing XPM jobs, workflow and WIP administration

Monitoring outstanding tasks and following up staff and clients

Maintaining client records, structures and practice information

ATO, ASIC & compliance

Assisting with ATO correspondence, tax return and activity statement administration

ASIC annual reviews, company changes and corporate records

Assisting with AML/CTF, KYC and client onboarding requirements

Client services

New client setup and engagement documentation

Managing electronic signing and outstanding information

Preparing routine client correspondence

Communicating with clients regarding administrative matters

Monday - Friday | 8am - 4pm