Job Title: Client Services Coordinator
Job Description:
We are seeking a highly organised and proactive Client Services Administrator to join our clients in Melbourne.
The ideal candidate will have strong communication skills, be confident in using MS Office and have experience with Xero, FYI Docs, Fusedocs, Fusign and BGL360. However, we will provide training to the right person. If you are looking for your next step in admin within a collaborative environment, we would love to hear from you.
We offer a full-time role, supportive team, and professional services environment. Our clients are well-regarded accounting firms across Melbourne.
Key Responsibilities:
* Supporting the admin team and accounting staff with day-to-day operations.
* Scanning, filing, document collation.
* Using Fusedocs & Collaborate.
* Setting up and maintaining client details.
* Managing client engagement letters (drafting, sending, tracking, completing).
* Creating, allocating, and managing jobs in XPM & FYI Docs.
* Typing invoices.
* Supporting reception: calls, appointment scheduling, boardroom duties.
* Organising catering for meetings when needed.
* Assisting with ATO, ASIC and other government correspondence.
* Generating ATO letters via Smartdocs.
* General admin duties, including upkeep of kitchen, reception, and stationery areas.
Requirements:
To succeed in this role, you will need:
* Strong written and verbal communication skills in English.
* Confident using MS Office: Excel, Word, PowerPoint.
* Experience with Xero, FYI Docs, Fusedocs, Fusign and BGL360 is a bonus – but we'll train the right person.
* Friendly and professional phone manner.
* Team-oriented, reliable, and adaptable.
* Strong time management and a proactive, multitasking mindset.
What We Offer:
A supportive team environment, opportunities for growth and development, and a chance to work with a well-regarded accounting firm in Melbourne.
Location:
Melbourne | Multiple Locations