Our firm is a boutique practice based in West Perth specialising in providing tax, advice and private family services to our diverse client portfolio.

We pride ourselves on being the Family Office for our clients. We proudly retain our smaller firm feel – both in the way we deal with our clients and the way we treat our staff.

We are seeking to appoint a Personal Assistant to join our Client Services team.

You'll be the right hand to our busy Director, managing a diverse workload with professionalism, discretion, and initiative.

About the role
Provide comprehensive support to the Partner in managing daily activities and administrative tasks
Support the Director and Client Managers with practice oversight and special projects
Acting as a key point of contact for internal and external stakeholders
Proactively anticipating executive needs and providing seamless support
Coordinating events, workshops, and executive meetings
Coordinate client onboarding, document preparation and entity registrations
Maintain client databases, workflow systems and incoming/outgoing documentation





What you need to succeed
Proven experience as a Personal Assistant or Client Services Administrator in Australian public practice
Proactive, adaptable, and solutions-focused
Qualified, personable, and confident building relationships
Experience with company, trust and entity registrations and ASIC annual reviews
Excellent communication skills and high attention to detail
Proficient in Xero accounting practice software and ASIC/ATO online portals
Strong organisational, multitasking, and leadership skills.

Benefits
Ongoing training and career development support
Direct exposure to Directors and clients from day one
Genuine long-term career progression in a growing firm
Permanent full time role — stable, long-term employment

Next Steps:

If you feel you have what the role requires as well as the drive to succeed and progress your career in the longer term, then please don't hesitate to submit your Cover Letter and Resume today.

📌 Personal Assistant Perth
🏢 Ventnor One
📍 Perth