Client Services Coordinator | Financial & Professional Services (Melbourne)

Client Services Coordinator | Financial & Professional Services (Melbourne)

21 Oct
|
FourQuarters Recruitment
|
Melbourne

21 Oct

FourQuarters Recruitment

Melbourne

- Accounting
- Administration
- Melbourne
- Permanent / Full Time

Our client, a highly regarded accounting and advisory firm, is seeking an experienced Administrator or Client Services Coordinator to join its Melbourne team.

Combining administration, client service and Partner support, this varied role offers the opportunity to broaden your responsibilities and develop your skills. You’ll work closely with Partners, senior leaders and accountants, helping the practice run smoothly and ensuring clients receive professional, responsive service.

The Opportunity

You’ll play a key role in coordinating client administration and keeping workflows on track. Your responsibilities will include:

- Managing ATO administration, including correspondence, client records, payment arrangements and General Interest Charge remission requests.
- Coordinating ASIC compliance, including company registrations, annual reviews and statutory records.
- Supporting Partners and senior staff with diary management, meeting coordination and document preparation.
- Managing client onboarding and offboarding, ensuring records and compliance requirements are complete.
- Preparing engagement letters, proposals, reports, presentations and client correspondence.
- Coordinating tax administration, including IAS/BAS workflows, tax return processes and lodgement deadlines.
- Maintaining accurate client databases, practice management systems, workflows and electronic files.
- Assisting with billing, debtor follow-up and day-to-day practice administration.
- Liaising with clients, accountants and regulators to resolve enquiries and progress outstanding matters.




- Identifying opportunities to improve administrative processes and office procedures.

About You

You’re an organised, proactive administrator who understands the pace and priorities of an accounting practice. You take pride in delivering accurate work, building positive client relationships and anticipating what needs to happen next.

You’ll bring:

- At least three years’ experience in practice administration, client services, senior administration or EA/PA support within an accounting firm.
- A sound understanding of ATO and ASIC processes and accounting practice administration.
- Experience with accounting practice systems such as Xero Practice Manager, FYI Docs, FuseDocs, FuseSign, CAS 360/BGL, ATOmate or similar platforms.
- Strong written and verbal communication skills and a professional, client-focused approach.
- The ability to manage competing priorities, coordinate deadlines and follow tasks through to completion.
- Excellent attention to detail, document management and organisational skills.
- Advanced Microsoft Office skills across Word, Excel, Outlook and PowerPoint.
- An interest in building your PA capabilities and progressing towards an Executive Assistant career.

What’s on Offer

- Build on your practice administration experience while developing PA skills supporting Partners and senior leaders.
- Join a team that values mentoring, professional development and long-term career growth.
- Enjoy a supportive working setting where work-life balance is valued.
- Contribute across client service, compliance and executive support within a progressive accounting and advisory firm.

Please apply online to be considered, attention your application to Leah Carr or email me at View email address on au.fitly.work

📌 Client Services Coordinator | Financial & Professional Services (Melbourne)
🏢 FourQuarters Recruitment
📍 Melbourne

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