Administration Support & Client Onboarding Assistant

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.

If you're looking to take the next step in your career and have the experience we're looking for, we'd love to hear from you.

Please note: Applications will only be considered from candidates with previous public practice accounting experience.

Apply now to be considered!! 

To apply for this role, please submit your resume below through the APPLY  button below. Alternatively, you can call Alana Collins on or email at alana.collins@engagepersonnel.com.au  (03) 9077 7491.

All communication will be strictly confidential.