Client Services Officer (Ballarat East)

Client Services Officer (Ballarat East)

07 Aug
|
Elliott Accounting
|
Ballarat East

07 Aug

Elliott Accounting

Ballarat East

Join a Structured & Supportive Accounting Practice

We’re looking for a Client Services Officer to join our team in Ballarat.

This is a key support role within the practice, suited to someone who is organised, personable and enjoys a mix of client interaction and administrative work.

About the Role

You will support the day-to-day operations of the practice across reception coverage, client onboarding and general administration.

This is a hands‑on role with a mix of structure and variety across the week.

Key Responsibilities

- Provide reception coverage (as part of a team), including greeting clients, answering phones and processing payments (in person and over the phone)
- Assist with client enquiries and appointment coordination for partners
- Monitor shared and personal inboxes and action incoming emails
- Scan, sort and distribute incoming documents
- Upload and forward documents to the accounting team
- Set up new clients and maintain accurate records across internal systems
- Prepare documents for signing, invoicing and lodgements
- Lodge electronic tax returns
- Assist with ATO correspondence and SmartDocs processing




- Support trust account and payment processing tasks
- Follow up clients to collect outstanding information, documents or approvals
- Assist with pre-audit document collation and uploads
- Support ad-hoc administrative tasks as required
- Maintain a professional and organised office environment

About You

- Strong communication and organisational skills
- High attention to detail and ability to follow processes
- Comfortable using systems and learning new software
- Reliable, proactive and able to manage multiple tasks
- Previous admin or client service experience is beneficial, but not essential

What We Offer

- Full-time, stable role in a growing practice
- Supportive team setting with training provided
- Structured processes and clear responsibilities
- Ballarat location with nearby parking available
- Opportunity to develop your skills within the accounting industry

For enquires:
Victoria Cooper
Operations Manager
(03) 5332 8***

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📌 Client Services Officer (Ballarat East)
🏢 Elliott Accounting
📍 Ballarat East

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