Location: Port Lincoln

Position Type: Full-time / Permanent

About Us

We are a locally owned Accounting, Estate and Succession planning business who require the services of a highly motivated, multi skilled person to join our team of professionals to administer exceptional customer service to all of our clients.

Our business services include a full range of accounting, taxation, business advisory and family wealth protection services to clients across a variety of industries, business growth phases, families, individuals and retirees.

About the Role

- This is a diverse, high-impact role where no two days are the same.
- You will be the engine room of our office, coordinating between our clients, our accounting team and the third parties.
- You will manage crucial administrative workflows, oversee specialized financial applications and drive our local marketing efforts.

TO APPLY: Cover letter & resume WITH 2x work related referees in PDF format only.

Key Responsibilities

- ATO & Compliance Liaison: Management of all client-to-agent processes with the ATO.
- Client Relationship Management: Act as a core point of contact for clients (via phone, email and in person) for both offices including coordinate travel and any incoming client payments.
- Practice Apps & System Administration: Oversee key specialized platforms including Xero/XPM, Ezzy Bills, Pinch Payments (direct debits), Audit Shield, and our 3CX phone system.
- Lifecycle Administration:



Seamlessly manage client onboarding and offboarding processes plus engagement and Ethical Letters.
- Marketing & Brand Coordination: Create and schedule content across social media (Facebook, Instagram, LinkedIn), monitor Google Business, update the company website and liaise with external media partners like radio stations and print advertisers.

To be considered:

- Accounting/Legal Admin Experience: Experience working in an Australian accounting firm or professional services environment (highly regarded)
- Tech-Savvy : Confidence in learning, troubleshooting and researching new software applications (experience with Xero, XPM, HowNow, or EzzyBills is a major plus). Capable with Social Media platforms and marketing strategies.
- Exceptional Communication: A friendly, professional manner at all times and with all avenues eg phone, email and in person
- High Attention to Detail: Ability to meticulously follow checklists, manage complex mail merges and handle trust account authorities accurately.
- Proven Multitasker: An ability to not only complete essential time sensitive tasks but willing to support any other team members when required.
- Full Australian Working Rights: Must be a permanent resident NO visa conditions

You can expect:

1. 9 Day fortnight and supported work/life balance environment
2. Fully supported by qualified Accountants and the administration services team.
3. Negotiated salary depending on experience level
4. Prospect to work & learn all aspects of the industry

📌 Client Services Administrator (Port Lincoln)
🏢 HR Avenues
📍 Port Lincoln