DRAFT FROM EH TO BE UPDATED WHEN JD CONFIRMED

Summary:

The Client Services Assistant plays a vital role in supporting our accountancy firm by providing exceptional service to clients and assisting with various administrative tasks. This entry-level position is ideal for individuals looking to start their career in accountancy, offering opportunities for professional growth and development within a dynamic team setting in Mount Lawley, Western Australia.

Responsibilities:

- Assist clients with inquiries and provide information regarding services offered
- Support the accountancy team with administrative tasks, including data entry and document management
- Maintain accurate client records and ensure confidentiality of sensitive information
- Coordinate appointments and manage the scheduling of client meetings




- Prepare and distribute client correspondence and reports as required
- Assist in the preparation of financial documents and presentations
- Contribute to the continuous improvement of client service processes

Qualifications:

- High school diploma or equivalent; further education in business or accountancy is an advantage
- Previous experience in a customer service or administrative role is preferred but not essential
- Strong organisational skills and attention to detail
- Excellent verbal and written communication skills
- Proficient in Microsoft Office Suite (Word, Excel, Outlook)
- Ability to work effectively in a team and independently
- A proactive attitude and willingness to learn

📌 Client Services Assistant (Mount Lawley)
🏢 Letizia Palmer
📍 Mount Lawley