Personal Assistant / Secretary /Receptionist

Journey2 Business and Personal Wealth – Wollongong NSW

About Us
We are a boutique business advisory, accounting, and taxation firm committed to providing tailored, high-quality services to our clients that solve their problems and improve their business. Our team thrives on professionalism, collaboration, and excellent client care—and we are looking for a like-minded (PA/Secretary/Receptionist we call) Client Services Coordinator to join us.

About the Role
You'll be central to the client experience, working with a supportive team gaining exposure to compliance, technology platforms AI and client-facing project work. If you bring a professional attitude, excellent attention to detail and a genuine desire to help clients succeed, you'll find strong career development opportunities and a rewarding workplace culture here.

As a Client Services Coordinator, you will be the first point of contact for our valued clients and play a vital role in supporting the smooth day-to-day operations of the firm. You will manage client communications, assist with document workflows, and collaborate with our accounting team to ensure an exceptional client experience from start to finish. Full-time hours preferred, however, can have some flexibility.

Key Responsibilities

Act as the primary contact for client queries via email, phone, and in person

Coordinate client meetings, including scheduling and preparing relevant materials

Coordinate marketing seminars and workshops including scheduling and preparing relevant venue, materials and resources





Manage client document workflows including e-signatures for tax returns, financials, and ASIC forms

Handle ATO and ASIC assessments, lodgments, and compliance correspondence

Maintain and update accurate client records and databases (CRM)

Support onboarding for current clients by collecting documentation and managing forms

Collaborate with the accounting team to ensure timely delivery of services

Assist with general administrative duties and continuous improvement of service processes

Maintain standard of the general office and team facilities

Key Requirements

Confident in using technology and able to learn new systems quickly including AI based applications

Minimum 3 years' experience in an administrative PA / Secretary / Receptionist role

Typing speed of 60 words (or above) per minute with 95% accuracy

Impeccable grammar and spelling

Strong professional written and verbal communication skills

Professional outlook and mindset

Excellent attention to detail, organisational skills, and time management

A people person—professional yet empathetic, approachable, and committed to outstanding client service

Able to work independently and as part of a team in an open plan office

Previous experience in an accounting or professional services firm desirable but not essential

Proficient, if not a champion, using MS Outlook, Word, Excel, PP, Teams, Zoom

Advanced proficiency required in MS Office applications including Outlook, Word, Excel, PowerPoint, and Teams

Familiarity with Xero, FYI, and BGL highly regarded but not essential

Australian citizenship required for this position

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📌 Personal Assistant / Secretary /Receptionist (Wollongong)
🏢 Journey2 Business & Personal Wealth
📍 Wollongong