Aspira Business & Financial Services is a growing advisory firm based in Newcastle, offering accounting, business advisory, financial planning, mortgage and finance services to a broad range of business and individual clients. We are known for building strong, lasting relationships. Many of our clients rely on us as a trusted extension of their own team, year after year.
Our people work collaboratively across disciplines to deliver coordinated, practical advice. The Client Services Coordinator is central to making that work well for our clients every day.
About the Role
This is a hands‐on coordination role working closely with Partners, accountants, advisers and the administration team. You will manage key client service processes, maintain workflow across the practice and ensure that every client has an exceptional experience.
What You'll Be Doing
* Managing client onboarding, engagements and documentation
* Coordinating and preparing for client meetings
* Following up outstanding information, documents and debtor balances
* Maintaining accurate client records across our practice platforms
* Responding to client and third‐party requests with professionalism
* Supporting the broader team with workflow coordination
About You:
* 2+ years in an admin, coordination or client services role in an office‐based environment
* Professional services or financial services background highly regarded
* Strong communicator with high attention to detail
* Confident managing competing priorities in a busy environment
* Experience with CAS360, Xero Practice Manager, Practice Ignition or Karbon is highly regarded but not a dealbreaker
* Justice of the Peace qualification advantageous
At Aspira, you'll be a genuine part of client relationships that span years and in some cases, decades. Our clients trust us as a long‐term partner in their business and financial journey, and every member of our team plays a role in earning and maintaining that trust.
We invest in your growth through on‐the‐job learning, direct access to Partners and mentorship from experienced professionals across accounting, advisory and financial planning. We're also a team that embraces new ways of working – including AI and emerging tools – and we actively encourage curiosity and a willingness to explore what's possible. For the right person, there is clear scope to grow your career within the firm over time.
* Competitive salary, benchmarked annually
* Performance bonuses + Thank You Reward Pool
* Flexible working arrangements
* Birthday leave and referral rewards
* Beautiful open‐plan office in The Junction Village
* Direct access to Partners from day one
* A genuinely close‐knit team where your work is seen and valued
At Aspira, we believe in creating opportunities not only for our clients but for our people too. If you're passionate about helping individuals and businesses achieve their financial aspirations, we'd love to hear from you.
To apply: please send your resume to careers@aspirafinancial.com.au
#J-18808-Ljbffr