PER - ADMIN/CSC

Team Administrator – Accounting Firm | Sydney

I am working with a well respected chartered accounting firm, seeking a Client Services / Team Administrator to join the team on a full-time basis. This role is ideal for someone with at least 3 + years of experience who is organized, proactive, and ready to contribute to a fast-paced environment.

Key Responsibilities:

Prepare and review client communications, ensuring accuracy and professionalism

Onboard new clients and maintain client records

Handle client inquiries, providing clear and timely responses

Manage client company registers and ensure compliance with ASIC requirements

Submit necessary documents to ASIC and manage company changes

Review and process ASIC annual reviews

Register companies and trusts with NTAA

Oversee billing and invoicing processes

Send and manage DocuSign packs

Lodge Income Tax Returns

Follow up on client queries and provide ongoing support

Maintain accurate client records and prepare relevant reports

Answer phone calls and assist with general administrative tasks

Support partners and team members with various tasks

Provide guidance to junior staff when needed

Skills and Experience:

Minimum 3 years’ experience in administration or a similar role in a professional services environment

Strong organizational skills and attention to detail

Excellent written and verbal communication skills

Ability to manage multiple tasks and priorities

Proficient in Microsoft Word and Excel

Experience with BGL CAS 360, ASIC Portal, ATO Portal, Xero Practice Manager, Virtual Cabinet