Office Administrator / Client Services Coordinator (Permanent, 30-32 hours PW)

Wealthcrest Accountants is a growing accounting and advisory firm based in Bella Vista, Norwest Sydney. We provide accounting, taxation and advisory services to SMEs, investors and individuals across Australia.

We are seeking a proactive, switched-on and well-organised Office Administrator / Client Services Coordinator to join our team on a permanent part-time basis, working approximately 30–32 hours per week, with the potential to move into a full-time role in the future.

This is a key client-facing position that would suit someone with strong communication and people skills who enjoys variety, takes ownership of their work and is comfortable managing multiple priorities in a professional services environment.

The successful candidate will work closely with the director, local accounting team and offshore team, while acting as an important point of contact for clients.

Key Responsibilities

- Answering and managing incoming phone calls and emails in a professional manner
- Responding to client enquiries regarding their accounting and tax matters (status updates, basic explanations, follow-ups)
- Liaising with the ATO, including handling ATO phone calls and correspondence on behalf of clients
- Acting as a communication link between clients, the director, and the accounting team (including offshore staff)
- Managing the director’s calendar, scheduling meetings, and booking appointments
- Assisting with client onboarding, new entity setups, and engagement documentation
- Using practice management, workflow and billing systems such as Xero Practice Manager and Ignition
- Following up clients for outstanding information, documents and approvals
- Maintaining accurate client records,



internal documentation and workflow notes

- Supporting small internal projects, including software implementation, vendor liaison and process improvements

About You

- Proactive, switched on and able to take ownership of tasks
- A confident communicator with robust people skills and a professional phone manner
- Highly organised with strong attention to detail
- Comfortable managing multiple tasks, deadlines and competing priorities
- Reliable, adaptable and willing to learn
- Confident using office systems and open to learning new software and technology
- Able to follow matters through to completion without requiring constant supervision
- Comfortable working with clients and team members from different backgrounds

Skills & Experience

- Previous experience in office administration, client services or a similar coordination role
- Experience in an accounting, financial services or other professional services firm will be highly regarded
- Experience dealing with the ATO is an advantage
- An accounting, business or commerce background is desirable but not essential
- Good working knowledge of Microsoft Office and general business software
- Experience with Xero Practice Manager, Ignition or similar systems is advantageous but not essential
- Full Australian working rights

What We Offer

- Permanent part-time role of approximately 30–32 hours per week
- Modern Bella Vista office with free onsite parking
- A varied role with autonomy and responsibility

- Support and training in accounting-practice systems and technology
- A friendly, supportive and growing professional environment
- Long-term career opportunity with potential to grow into an office management or practice management role
- Potential to move into full-time employment in the future

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📌 Office Administrator / Client Services Coordinator (Permanent, 30-32 hours PW) (Geehi)
🏢 Wealthcrest Accountants & Business Advisors
📍 Geehi