The role of Client Services Administrator supports clients across two core compliance pillars, corporate secretarial (ASIC) and tax administration (ATO), ensuring governance and taxation obligations are met accurately, on time, and in line with professional standards, while delivering proactive client service and firm-wide administrative support. The role is an individual contributor with responsibilities across three domains: Love your clients by working individually and collaboratively to deliver outstanding client service support for the Firm’s clients; Love your team by participating as a team member to promote a motivating and engaging culture that supports team members to do their best and develop their skills and career; and Love the firm by providing firm-wide business support and contributing to achieving the Firm’s client value proposition, employee value proposition and operational objectives.
Key responsibilities
Client Service Support
- Issuing proposal documents, engagement letters and authority to proceed documents
- Onboarding clients including completing their records in our XPM database and any CRM in use
- Create group structure diagrams for all new client groups
- Ensure we hold originals or copies of all company constitutions, trust and super fund deeds
- Assisting clients to navigate the KYC, AML/CTF proof of identity processes
- Assist new directors to obtain a director ID
- ASIC corporate secretarial services and ongoing compliance
- Maintain complete and accurate company registers and statutory records via CAS360 & ASIC Portal
- Accurately complete company/trust/fund formation, changes to officers/shareholders, and deregistration when necessary
- Preparation and lodgement of company annual statements and associated invoicing
- Liaison with ASIC and other corporate regulators
- ABN, TFN, PAYGW and GST registrations
- Managing lodgement of BAS, IAS and tax returns via ATO Portal and XPM
- Preparation of client correspondence relating to NOAs, BAS, PAYGI, etc.
- Liaison with ATO and ABR on client matters
Team and Business Support
- Creating a great first impression by answering the telephone and answering the door with enthusiasm and personal connection where possible
- Ensuring that the office is always well presented including setting up meeting rooms for client or team meetings and events, and restocking supplies as needed
- Ordering stationery and employee amenities as needed
- Contacting building management and/or external contractors to report maintenance needs and co-ordinate reparation
- Working collaboratively within your immediate team and across the broader administration team to deliver consistent, high‑quality outcomes
- Assisting with workflow support (engagements, job set up, etc.)
- Preparing and sending invoices through XPM and Xero, and correctly allocating WIP
- Taking and circulating notes of team meetings including by transcript if and where appropriate
- Contacting debtors and collecting payment in accordance with Firm policy
- Managing incoming client & business correspondence, including ATO correspondence via ATOmate
- Managing the lodgement of Tax Returns, Business Activity Statements (BAS) & Instalment Activity Statements (IAS) through XPM and ATO Portal
- Providing administrative support to Managers and Directors to maximise their productive time
- Contributing ideas to improve systems, templates and processes
About you
- Demonstrated experience and a strong understanding of company compliance and governance requirements, including ASIC corporate secretarial obligations
- Working knowledge of ATO obligations and portals, including BAS, IAS, registrations and client correspondence
- Confidence managing ATO communications under direction of accountants/client directors
- At least 2+ years’ experience in accounting, corporate secretarial or professional services
- Knowledge of CAS360 & NowInfinity, XPM and Xero, ATO Portal and ATOmate, FYI Docs, MS 365 including CoPilot is advantageous
- Strong attention to detail
- Proactively identifies opportunities to improve team processes and shares best practice
- Planning & prioritisation and problem solving skills
About us
Bridgepoint Group’s mission is to use what we know to assist clients to achieve things beyond their own limits. The strategy is to own and leverage the client relationship across a range of relevant services with the purpose of creating real success, as measured by increased business profits and valuation.
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Client Service Admnistrator in North Sydney employer: BridgePoint Group
BridgePoint Group is an exceptional employer that fosters a collaborative and supportive work culture, where team members are encouraged to develop their skills and contribute to meaningful client outcomes. With a focus on employee growth and a commitment to excellence, the firm offers unique opportunities for professional development in a boutique setting, ensuring that every team member plays a vital role in achieving both personal and organisational success.
