Are you an organised, proactive and people-focused professional looking to grow your career in client services? Walshs is seeking a Personal Assistant & Client Service Coordinator to support an Associate and their team, acting as the key link between our clients, accountants and internal stakeholders.
This role is perfect for someone who enjoys managing a busy inbox and diary, coordinating documentation, and providing exceptional service to clients.
About the role:
In this position you will play a crucial part in ensuring our clients receive timely, accurate and friendly support. You’ll manage communication on behalf of the Associate, coordinate essential documentation, keep workflows on track, and maintain strong relationships with clients and external partners.
You’ll also work closely with an offshore administration resource and other client service coordinators within Walshs.
What you will do:
Manage the Associate's calendar and email inbox
Act as the main point of contact for clients, handling non-advice queries
Coordinate and prepare required documents for new and existing clients
Maintain confidential records and file notes
Work with an offshore resource to support back-office tasks
Set up tax files and book tax meetings
Request information from clients and complete compilations
Liaise with banks,
insurers, brokers, super funds, accountants and advisers
Draft official correspondence and produce reports
Monitor job flow and manage client due dates
Provide general administrative support, including phones, mail, scanning and reception backup
What you need:
Completion of secondary education - year 12, or equivalent
1–2 years’ experience in a client service or administration role
Excellent written and verbal communication skills
Highly organised, flexible and able to prioritise effectively
A willingness to learn and grow within the role
A proactive mindset with robust problem-solving ability
A positive team attitude and strong relationship-building skills
About Walshs:
Walshs is a well-established accounting and financial services firm located in Brisbane’s CBD. With over 30 years in the industry, we’re committed to helping clients achieve financial success. We foster a culture of accountability, innovation, and excellence—where teamwork and personal development are prioritized.