15 Sep
|
Optimum Consulting Group
|
Brisbane
15 Sep
Optimum Consulting Group
Brisbane
We're looking for a highly organised professional with a client onboarding background, ideally from an accounting firm or a similar corporate environment with structured onboarding processes, such as commercial property services, engineering or another professional services setting.
The Opportunity
Our client is a specialist accounting practice that supports real estate business owners to better understand their financial position and build stronger, more profitable businesses. As a registered BAS agent, they provide specialist accounting, trust accounting and software solutions tailored to real estate agencies.
The Practice Administrator role sits at the heart of the practice's day-to-day operations, working closely with the General Manager and providing administrative support across the practice, its clients and its team.
Your responsibilities will include:
- Managing client engagements and onboarding end to end, including service agreements, ATO authorities and DocuSign
- Coordinating client and team access across different systems
- Overseeing practice billing and debtor reconciliation in Xero, including subscription management and monthly billing reporting
- Maintaining Karbon and Monday.com, and liaising with Finance and IT on systems and access
- Handling client enquiries and engagement surveys, and managing staff onboarding and offboarding
- Supporting KPI and OKR programs, travel bookings and broader administrative support to the General Manager
About You
You bring a background in client onboarding from an accounting firm, or a similar corporate environment with a formal onboarding process, such as commercial property services, engineering, or another professional services business.
Accounting firm experience is excellent but not essential; what matters most is that you've worked somewhere with structured client engagement processes and understand what it takes to bring a new client on board smoothly.
You'll ideally bring:
- Around 3+ years' experience in a professional services or corporate environment, with genuine exposure to client onboarding
- Confidence working autonomously and taking ownership without needing to be hand-held
- Strong organisational skills and excellent attention to detail
- Experience with systems such as Karbon, Xero, Monday.com or similar, or a track record of picking up new systems quickly
- A naturally inquisitive, process-improvement mindset, someone who looks at how things are done and asks "is there a better way?"
- Confidence liaising directly with clients and multiple internal stakeholders
- A proactive approach, bringing ideas rather than waiting to be told what to do
Why Apply
Backed by a well-established, family-owned national group, this practice invests heavily in its people. On top of a competitive salary and flexibility, you'll get access to genuine career development programs (including leadership training), paid parental leave with a 12-week top-up, corporate discounts, an employee referral program, and solid wellbeing support through an Employee Assistance Program and Mental Health First Aiders.
- Genuine variety across client engagement, billing, systems and operations
- Direct exposure to senior leadership and scope to shape how the practice runs
- Flexible 4 or 5 day week, with ideally 3 days in the office
- Room to get involved in process improvement, marketing and more
- A culture built around long-term growth, curiosity and family values, not just ticking boxes
If this sounds like you, apply now!
📌 Practice Administrator (Brisbane)
🏢 Optimum Consulting Group
📍 Brisbane