Client Service Assistant - Public Practice Accounting FirmCondon Financial is seeking a dedicated Client Service Assistant to join our team in Yeppoon, QLD.
This is a part time position that plays a vital role in supporting our client-facing operations and ensuring exceptional service delivery to our valued clients.
As a Client Service Assistant, you will be the first point of contact for many of our clients, helping to maintain the high standards of customer care that define Condon Financial.
This role is essential in keeping our administrative operations running smoothly whilst contributing directly to client satisfaction and retention.Key responsibilitiesAnswer and direct client enquiries via phone, email and in person, providing accurate information and resolving issues promptlyMaintain and update client records and databases with accuracy and attention to detailSchedule appointments and manage client meetings, ensuring all necessary documentation is prepared in advanceProcess administrative documentation including forms, applications and correspondenceSupport the preparation of client files and ensure all relevant information is organised and accessibleProvide general administrative support to the wider team, including filing, copying and distribution of materialsHandle routine queries and elevate complex matters to senior team members appropriatelyAssist with data entry and maintain confidentiality of sensitive client information at all timesWhat we're looking forMust have experience in a professional services workplace, preferably experience in a Chartered Accounting or CPA firmProven experience in an administrative or client services role, ideally within a qualified services or public accounting environmentExcellent organisational and time management skills, with the ability to prioritise multiple tasks effectivelyStrong communication skills,



both written and verbal, with a professional and courteous mannerProficiency in Microsoft Office applications (Word, Excel, Outlook) and experience with database management systemsAttention to detail and accuracy, particularly when handling financial or sensitive informationA customer-focused approach with a genuine commitment to providing excellent serviceAbility to work independently and as part of a team in a part‐time capacityDiscretion and the ability to maintain confidentiality of client mattersA personal commitment to delivering top quality work and serviceWhat we offerWe recognise the importance of work‐life balance and offer a flexible part‐time arrangement to suit your lifestyle.
Unfortunately, this role is not suited to work from home, there is no work from home component, the role is an in office role.
At Condon Financial, you will have the opportunity to develop your skills in a professional environment whilst working with a supportive team.
We are committed to creating a workplace culture that values our employees, and we offer competitive remuneration and a friendly, inclusive work environment.About usCondon Financial is a Chartered Accounting firm based in Yeppoon and Brisbane.
Our clients are predominantly family businesses located throughout Southern Queensland.
We assist families in business with annual and ongoing tax compliance services, tax planning and general business advisory.
Our accountants and the principal work together with support team members to ensure that our clients receive, prompt responses to questions, targeted and well thought out advice and clear communication.
Our clients have been with the firm over a long period, many since its inception 25 years ago and while we do not promote ourselves on the open market we experience strong year in year out growth through referrals.
#J-*****-Ljbffr

📌 Client Service Assistant - Public Practice Accounting Firm (Yeppoon)
🏢 Condon Financial
📍 Yeppoon