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 qualified 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 new 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
How to Apply
Please submit your resume and a short cover letter to
••••@journey2.com.au
, outlining why you'd be a great fit for the role. We look forward to hearing from you!

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