Job Description

Office Administrator / Client Services Coordinator (Permanent, 30-32 hours PW)

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Wealthcrest Accountants is a growing accounting and advisory firm based in Bella Vista, Norwest Sydney. We provide accounting, taxation and advisory services to SMEs, investors and individuals across Australia.

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We are seeking a proactive, switched-on and well-organised Office Administrator / Client Services Coordinator to join our team on a permanent part-time basis, working approximately 30–32 hours per week, with the potential to move into a full-time role in the future.

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This is a key client-facing position that would suit someone with strong communication and people skills who enjoys variety, takes ownership of their work and is comfortable managing multiple priorities in a professional services environment.

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The successful candidate will work closely with the director, local accounting team and offshore team, while acting as an important point of contact for clients.

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Key Responsibilities

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- Answering and managing incoming phone calls and emails in a professional manner
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- Responding to client enquiries regarding their accounting and tax matters (status updates, basic explanations, follow-ups)
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- Liaising with the ATO, including handling ATO phone calls and correspondence on behalf of clients
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- Acting as a communication link between clients, the director, and the accounting team (including offshore staff)
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- Managing the director's calendar, scheduling meetings, and booking appointments
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- Assisting with client onboarding, new entity setups, and engagement documentation
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- Using practice management, workflow and billing systems such as Xero Practice Manager and Ignition
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- Following up clients for outstanding information, documents and approvals
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- Maintaining accurate client records,



internal documentation and workflow notes
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- Supporting small internal projects, including software implementation, vendor liaison and process improvements
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About You

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- Proactive, switched on and able to take ownership of tasks
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- A confident communicator with strong people skills and a professional phone manner
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- Highly organised with strong attention to detail
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- Comfortable managing multiple tasks, deadlines and competing priorities
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- Reliable, adaptable and willing to learn
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- Confident using office systems and open to learning new software and technology
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- Able to follow matters through to completion without requiring constant supervision
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- Comfortable working with clients and team members from different backgrounds
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Skills & Experience

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- Previous experience in office administration, client services or a similar coordination role
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- Experience in an accounting, financial services or other professional services firm will be highly regarded
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- Experience dealing with the ATO is an advantage
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- An accounting, business or commerce background is desirable but not essential
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- Positive working knowledge of Microsoft Office and general business software
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- Experience with Xero Practice Manager, Ignition or similar systems is advantageous but not essential
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- Full Australian working rights
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What We Offer

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- Permanent part-time role of approximately 30–32 hours per week
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- Modern Bella Vista office with free onsite parking
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- A varied role with autonomy and responsibility
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- Support and training in accounting-practice systems and technology
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- A friendly, supportive and growing professional environment
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- Long-term career opportunity with potential to grow into an office management or practice management role
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- Potential to move into full time employment in the future
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📌 Office Administrator / Client Services Coordinator (Permanent, 30-32 hours PW) (Geehi)
🏢 Wealthcrest Accountants & Business Advisors
📍 Geehi