Job Description

Your Wealth Accounting is a well-established and trusted accounting and advisory firm, providing financial and advisory services to clients across Australia.

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We are looking for a motivated Administration Assistant to join our friendly and supportive team. This is an exciting opportunity to develop your career in a skilled environment while gaining exposure to the finance and accounting industry.

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You will work closely with a Senior Partner, our accounting team, and our Melbourne office, supporting both client services and internal administration.

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Why Join Us?

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Be part of a team where your growth matters!

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Our office is just a short walk from the beautiful Mermaid Beach, offering a role packed with hands-on training and real exposure to the financial and accounting industry. You'll work alongside a friendly, supportive team across Melbourne, Queensland, and offshore, and enjoy the fun and connection of our annual company retreat.

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Join us and start building your career in a workplace that truly values collaboration and learning.

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Key Responsibilities

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Client Services & Communication

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Professionally answer incoming calls and emails

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Manage multiple shared inboxes

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Assist with onboarding new clients and input information into systems (ATO Portal, Xero, Now Infinity)

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Communicate with clients and financial planners regarding deadlines and documentation

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Follow up on outstanding client documents

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Administration & Office Support

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Data entry, scanning, filing, and managing incoming mail

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Draft and send engagement letters, ASIC documents,



and general correspondence

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Maintain workflow spreadsheets and track progress on tasks

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Assist with lodgement tracking (tax returns, BAS, IAS, ASIC)

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Manage compliance authorisations, agent appointments, and access to key systems, including tax and banking platforms

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Maintain records in line with firm procedures

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Collaborate with Corporate team members to complete corporate requests

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ATO & Compliance Support

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Liaise with the ATO on behalf of clients and accountants

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Set up ATO payment plans and apply for lodgement extensions

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Monitor ATO notices and deadlines

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Manage linking and unlinking of entities in the ATO portal

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Accounting Support

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Upload tax documents to client portals

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Update Xero Practice Manager jobs, tasks, and due dates

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Run basic weekly reports and send to Partner

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Draft invoices and assist with payment setups

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Follow up on outstanding debtors

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Assist with tax return and BAS preparation checklists

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Coordinate with the offshore team to ensure a smooth workflow

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What We're Looking For

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Strong attention to detail and accuracy

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Excellent written and verbal communication skills

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Strong organisational skills and ability to manage competing deadlines

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Customer service mindset with professionalism in all communications

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Basic computer skills (Outlook, Word, Excel or Google Sheets)

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Positive attitude and willingness to learn

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Previous experience in an accounting practice is an advantage

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Ability to work collaboratively within a team

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📌 Administration Assistant (Gold Coast)
🏢 seek.com.au
📍 Gold Coast