DRAFT FROM EH TO BE UPDATED WHEN JD CONFIRMED
Summary:
The Client Services Assistant plays a vital role in supporting our accountancy firm by providing exceptional service to clients and assisting with various administrative tasks. This entry-level position is ideal for individuals looking to start their career in accountancy, offering opportunities for professional growth and development within a agile team environment in Mount Lawley, Western Australia.
Responsibilities:
Assist clients with inquiries and provide information regarding services offered
Support the accountancy team with administrative tasks, including data entry and document management
Maintain accurate client records and ensure confidentiality of sensitive information
Coordinate appointments and manage the scheduling of client meetings




Prepare and distribute client correspondence and reports as required
Assist in the preparation of financial documents and presentations
Contribute to the continuous improvement of client service processes
Qualifications:
High school diploma or equivalent; further education in business or accountancy is an advantage
Previous experience in a customer service or administrative role is preferred but not essential
Strong organisational skills and attention to detail
Excellent verbal and written communication skills
Proficient in Microsoft Office Suite (Word, Excel, Outlook)
Ability to work effectively in a team and independently
A proactive attitude and willingness to learn

📌 Client Services Assistant (Western Australia)
🏢 Letizia Palmer
📍 Western Australia