21 Aug
|
Engage Personnel
|
Warrnambool
21 Aug
Engage Personnel
Warrnambool
Job Description
Our client is a well-established and highly regarded accounting firm based in Geelong, renowned for delivering exceptional service to a diverse client base. Due to continued growth, they are seeking an experienced Administration Support & Client Onboarding Assistant to join their collaborative team.
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This is an excellent opportunity for an administration professional with public practice accounting experience who enjoys a varied role combining client onboarding, compliance and executive support.
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The Opportunity
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- Manage end-to-end client onboarding, including AML/CTF compliance.
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- Prepare engagement documentation and onboarding packs.
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- Process ASIC annual reviews and company changes.
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- Liaise with the ATO and ASIC on behalf of clients.
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- Provide administrative support to the Directors and Executive Assistants.
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- Maintain client records, CRM systems and electronic filing.
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- Assist with office administration and continuous process improvements.
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About You
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- Minimum 5 years' experience in administration, client services or executive support.
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- Previous experience within a public practice accounting firm is essential.
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- Experience working with ASIC, the ATO and regulatory compliance.
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- Strong organisational skills with exceptional attention to detail.
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- Excellent communication skills and a professional, proactive approach.
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Systems Experience
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Experience with Xero Practice Manager (XPM), Xero Tax, FYI, CAS360, ASIC Edge, ATO Tax Agent Portal or similar systems will be highly regarded.
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What's on Offer?
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- Join a highly respected accounting firm with an excellent reputation.
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- Supportive and collaborative team setting.
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- Varied role offering genuine responsibility and autonomy.
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- Modern Geelong office.
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- Stable, long-term career opportunity with ongoing professional development.
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Please note: Applications will only be considered from candidates with previous public practice accounting experience.
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All communication will be strictly confidential.
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📌 Administration Support & Client Onboarding Assistant (Warrnambool)
🏢 Engage Personnel
📍 Warrnambool