Our client is a well-established and highly regarded accounting firm based in Geelong, renowned for delivering exceptional service to a diverse client base. Due to continued growth, they are seeking an experienced Administration Support & Client Onboarding Assistant to join their collaborative team.
This is an excellent opportunity for an administration professional with public practice accounting experience who enjoys a varied role combining client onboarding, compliance and executive support.
The Opportunity
- Manage end-to-end client onboarding, including AML/CTF compliance.
- Prepare engagement documentation and onboarding packs.
- Process ASIC annual reviews and company changes.
- Liaise with the ATO and ASIC on behalf of clients.
- Provide administrative support to the Directors and Executive Assistants.
- Maintain client records, CRM systems and electronic filing.
- Assist with office administration and continuous process improvements.
About You
- Minimum 5 years' experience in administration, client services or executive support.
- Previous experience within a public practice accounting firm is essential.
- Experience working with ASIC, the ATO and regulatory compliance.
- Strong organisational skills with exceptional attention to detail.
- Excellent communication skills and a professional, proactive approach.
Systems Experience
Experience with Xero Practice Manager (XPM), Xero Tax, FYI, CAS360, ASIC Edge, ATO Tax Agent Portal or similar systems will be highly regarded.
What's on Offer?
- Join a highly respected accounting firm with an excellent reputation.
- Supportive and collaborative team environment.
- Varied role offering genuine responsibility and autonomy.
- Modern Geelong office.
- Stable, long-term career opportunity with ongoing professional development.
Please note: Applications will only be considered from candidates with previous public practice accounting experience.
All communication will be strictly confidential.
Administration Support & Client Onboarding Assistant in Warrnambool employer: Engage Personnel
Join a well-established boutique firm in Malvern that prioritises a supportive and collaborative work culture, where you can take on a genuine leadership role as a Special Counsel or Senior Associate in Commercial Law. With a strong focus on employee development, flexible working arrangements, and a commitment to continuous learning, this firm offers an exceptional environment for growth and mentorship, making it an ideal place for those looking to make a meaningful impact in their legal careers.
