About the role

Agvise is looking for a Client Services Team Lead to run the operational heart of our Belmont practice. You’ll lead a small team of Financial Support Officers who provide technical, financial and administrative support to our consultants and agricultural clients, making sure every client gets consistent, high quality work.

This is a newly created role. You’ll bring structure to how we work, keep our data clean and our processes efficient, and be a trusted right hand to the directors.

About the team

You’ll lead two Financial Support Officers and work closely with our directors and consultants. We’re a small, close-knit practice that genuinely cares about our clients and each other. We’re warm, down to earth and invested in doing right by the farming families and agribusinesses we support across WA.

What you’ll do

- Lead the team and manage its workflows, capacity and deadlines across our review cycle: annual (Feb to Mar), mid-year (Jun to Jul) and pre-harvest (Nov), plus the quieter harvest period

- Prepare business summary reports and initial financial analysis, and quality check the team’s technical and financial reporting

- Keep client accounting files, database records and SharePoint structures accurate and well organised

- Improve our systems and processes, including using automation and AI tools to reduce manual work

- Work with Xero, Agrimaster and Phoenix, and liaise with industry contacts, ASIC and our IT and software providers

- Give the directors reliable operational support and explicit reporting

What you’ll bring





- Strong finance or accounts administration experience, such as bookkeeping or banking

- Hands-on experience with Xero, Agrimaster, Phoenix or similar software, and strong Office 365 skills

- A data quality mindset: you can clean, reconcile and standardise data from multiple systems

- Experience coaching people and coordinating a team’s work

- Confidence managing upwards, and the drive to work independently

- Strong written and verbal communication

It would be great if you also have

- Experience in rural banking, finance or agribusiness, ideally in an operations or finance leadership role

- Knowledge of broadacre farming and livestock enterprises, or platforms like CBH Loadnet or AgWorld

- A tertiary qualification in Business, Commerce, Agriculture, Systems or similar

Requirements:

Australian working rights, a National Police Check, and a current driver’s licence (some country driving required).

Why join us?

This is a newly created role where you can shape how the team works from day one, doing meaningful work for WA’s farming families and agribusinesses alongside a warm, supportive team that values what you bring.

We offer flexibility, such as hybrid work or flexible hours, continued development and a salary that is reflective of your skills and experience.

If you love bringing order to busy workflows and want to be part of a team that genuinely cares, we’d love to hear from you. Apply with your resume and a short cover letter telling us why this role suits you.

📌 Client Services Team Lead (Belmont)
🏢 Agvise Management Consultants
📍 Belmont