" \u003cdiv class=\"ja-job-details\"\u003e \u003ch2 class=\"title\"\u003eClient Services Officer / Practice Administrator\u003c/h2\u003e \u003cdiv class=\"meta\"\u003e \u003cul class=\"classifications\"\u003e \u003cli data-id=\"22946\"\u003e Admin / Secretarial / Office Support \u003c/li\u003e \u003cli data-id=\"22947\"\u003e Personal Assistant \u003c/li\u003e \u003cli data-id=\"22948\"\u003e Perth \u003c/li\u003e \u003cli data-id=\"22974\"\u003e Australia \u003c/li\u003e \u003cli data-id=\"22949\"\u003e Permanent / Full Time \u003c/li\u003e \u003c/ul\u003e \u003cp class=\"date-posted\"\u003e 21/10/2026 \u003c/p\u003e \u003c/div\u003e \u003cul class=\"bullet-points\"\u003e \u003cli\u003eCareer progression opportunity for Client Services Coordinator\u003c/li\u003e \u003cli\u003eDynamic and progressive firm\u003c/li\u003e \u003cli\u003eWest Perth office location close to red cat route\u003c/li\u003e \u003c/ul\u003e \u003cdiv class=\"description\"\u003e \u003cstrong\u003ePosition Summary\u003c/strong\u003e\u003cbr\u003eThe Client Services Officer plays a key role in delivering exceptional service to clients by\u0026nbsp;providing administrative, operational, and client relationship support to the accounting team. The role is responsible for managing client communications, coordinating\u0026nbsp;compliance and lodgment requirements, preparing documentation, maintaining accurate client records, and ensuring a professional and efficient client experience.\u003cbr\u003e\u003cbr\u003eThe Client Services Officer serves as a central point of contact between clients and the firm, helping to ensure deadlines are met, compliance obligations are managed effectively, and client enquiries are responded to promptly and professionally.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003eKey Responsibilities\u003c/strong\u003e\u003cbr\u003eClient Relationship Management\u003cbr\u003e \u003cul\u003e \u003cli\u003eAct as a first point of contact for client enquiries via phone, email, and in person.\u003c/li\u003e \u003cli\u003eDevelop and maintain positive professional relationships with clients.\u003c/li\u003e \u003cli\u003eEnsure a high level of client service is delivered consistently.\u003c/li\u003e \u003cli\u003eLiaise with clients regarding outstanding information, appointments, documents, and compliance requirements.\u003c/li\u003e \u003cli\u003eFollow up on client requests and ensure timely resolution of enquiries.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003eCompliance and Administration\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003ePrepare and process ASIC documentation including company registrations, deregistrations, changes to company details, annual reviews, and company secretarial matters.\u003c/li\u003e \u003cli\u003eAssist with trust, company, SMSF, and business entity establishment documentation.\u003c/li\u003e \u003cli\u003eCoordinate tax return, BAS, IAS, and financial statement workflow administration.\u003c/li\u003e \u003cli\u003eMonitor and manage compliance deadlines and lodgement schedules.\u003c/li\u003e \u003cli\u003ePrepare engagement letters and other client correspondence.\u003c/li\u003e \u003cli\u003eMaintain accurate electronic and physical client records.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003ePractice Management Support\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003eSupport workflow between clients and accounting staff.\u003c/li\u003e \u003cli\u003eSchedule appointments, meetings, and client reviews.\u003c/li\u003e \u003cli\u003eAssist with onboarding new clients and maintaining client databases.\u003c/li\u003e \u003cli\u003eUpdate practice management software with client information and job progress.\u003c/li\u003e \u003cli\u003eSupport the implementation of firm policies, procedures, and process improvements.\u003c/li\u003e \u003cli\u003eAssist with billing, invoicing, and debtor follow-up activities as required.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003eDocument Preparation and Management\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003ePrepare letters, forms, reports, and client documentation.\u003c/li\u003e \u003cli\u003eManage electronic document filing and records management systems.\u003c/li\u003e \u003cli\u003eCoordinate document signing processes using electronic signing platforms.\u003c/li\u003e \u003cli\u003eEnsure all client records comply with internal policies and regulatory requirements.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003eASIC and Regulatory Administration\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003eProcess ASIC annual reviews and maintain corporate registers.\u003c/li\u003e \u003cli\u003ePrepare ASIC Forms and related correspondence.\u003c/li\u003e \u003cli\u003eCoordinate ABN, TFN, GST, PAYG, and business registration applications.\u003c/li\u003e \u003cli\u003eConduct company and business name searches.\u003c/li\u003e \u003cli\u003eMonitor ASIC and regulatory correspondence.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003eTeam Support\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003eProvide administrative support to accountants, advisors, and directors.\u003c/li\u003e \u003cli\u003eAssist with special projects and administrative initiatives.\u003c/li\u003e \u003cli\u003eContribute to a positive team culture and collaborative working environment.\u003c/li\u003e \u003cli\u003eParticipate in training and professional development activities.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003eKey Performance Indicators (KPIs)\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003eDelivery of exceptional client service.\u003c/li\u003e \u003cli\u003eTimely completion of administrative and compliance tasks.\u003c/li\u003e \u003cli\u003eAccuracy of client records and documentation.\u003c/li\u003e \u003cli\u003eCompliance deadlines met without omissions.\u003c/li\u003e \u003cli\u003eEffective management of client communications.\u003c/li\u003e \u003cli\u003eContribution to workflow efficiency and practice operations.\u003c/li\u003e \u003cli\u003ePositive client and team feedback.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003eSkills and Experience\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003ePrevious experience in a client services, administration, or practice support role.\u003c/li\u003e \u003cli\u003eExcellent verbal and written communication skills.\u003c/li\u003e \u003cli\u003eStrong organisational and time management abilities.\u003c/li\u003e \u003cli\u003eHigh attention to detail and accuracy.\u003c/li\u003e \u003cli\u003eAbility to manage multiple tasks and deadlines.\u003c/li\u003e \u003cli\u003eStrong computer literacy and experience with Microsoft Office Suite.\u003c/li\u003e \u003cli\u003eProfessional presentation and customer service skills.\u003c/li\u003e \u003cli\u003eExperience working within an accounting, bookkeeping, financial planning, legal, or professional services firm.\u003c/li\u003e \u003cli\u003eKnowledge of ASIC, ATO, and company secretarial processes.\u003c/li\u003e \u003cli\u003eExperience using practice management software such as FYI Docs, Xero, XPM, CAS360 or BGLSMSF.\u003c/li\u003e \u003cli\u003eUnderstanding of Australian business structures and compliance requirements.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003ePersonal Attributes\u003c/strong\u003e\u003cbr\u003e \u003cul\u003e \u003cli\u003eClient-focused with a professional and friendly manner.\u003c/li\u003e \u003cli\u003eProactive and solutions-oriented.\u003c/li\u003e \u003cli\u003eHighly organised and efficient.\u003c/li\u003e \u003cli\u003eStrong attention to detail.\u003c/li\u003e \u003cli\u003eAbility to work independently and as part of a team.\u003c/li\u003e \u003cli\u003eMaintains confidentiality and professionalism.\u003c/li\u003e \u003cli\u003eAdaptable and willing to learn new processes and systems.\u003c/li\u003e \u003c/ul\u003e If you are interested in this opportunity, please apply within or reach out to Ross Stephens on 0447346883 for a confidential chat! \u003c/div\u003e \u003cdiv class=\"apply\"\u003e \u003ca class=\"back-link\" href=\"#\" title=\"Back to search results\"\u003eBack to search results\u003c/a\u003e \u003cinput type=\"button\" class=\"ja-button\" data-job-id=\"4480128\" value=\"Apply Now\" title=\"Apply Now\" /\u003e \u003c/div\u003e \u003c/div\u003e "