Summary:

The Client Services Assistant (CSA) provides the administrative support that underpins the delivery of client services across the firm. 

Working closely with the Senior Client Services Coordinator, Client Services Coordinators and accounting team, the role is responsible for completing client administration, compliance support and document management activities accurately and efficiently. The CSA helps ensure client information remains current, administrative obligations are completed on time and workflow continues progressing through the practice. 

By completing activities accurately, efficiently and consistently, this role helps contribute to a positive client experience and in turn, assists clients to make better decisions (which is the Mission of LP). 

Client administration and compliance

• Maintain accurate client records and information across business systems.
• Coordinate client onboarding, maintenance and offboarding activities.
• Prepare client documentation, correspondence and administrative requirements.
• Support ATO, ASIC and corporate compliance administration, including registrations, annual reviews and lodgements.
• Assist with trust, company and SMSF administration activities.

Document and system management

• Manage document preparation, electronic signing and distribution processes.
• Maintain filing systems and ensure records are accurate, secure and easily retrievable.
• Update and maintain workflow, client and system information.

Client service and communication

• Respond to routine client administration enquiries and requests.
• Support clients with documentation, signatures and information requirements.
• Coordinate meetings, diaries and administrative follow-up.
• Deliver a professional, responsive and client-focused experience.

Workflow and operational support

• Complete administrative tasks within agreed timeframes and monitor progress.
• Support workflow coordination, follow-up activities and issue escalation.
• Assist accountants, Managers and Client Services team members with administrative requirements.
• Contribute to process improvements, system enhancements and template development.

Reception and team support

• Provide reception, visitor and telephone support when required.
• Assist with meeting preparation and office administration.
• Collaborate across teams and support priority and overflow work as needed.

Skills: 

1. Strong administration and organisational skills. 
2. High attention to detail and accuracy. 
3. Ability to follow documented procedures and processes. 
4. Good written and verbal communication skills. 
5. Ability to manage routine priorities and deadlines. 
6. Strong customer service skills.  
7. Intermediate Microsoft Office skills. 
8. Ability to navigate multiple business systems and databases. 

 Knowledge: 

1. General office administration practices. 
2. Client service principles. 
3. Document and records management processes. 
4. Practice management and document management systems. 
5. ATO and ASIC administration processes. 
6. Professional services operating environments. 

 Experience: 

1. Minimum 1-3 years’ experience in administration, client service or office support roles. 
2. Experience in a professional services environment desirable. 
3. Experience within public practice accounting, legal, consulting or other compliance-driven environments highly regarded. 
4. Experience using business systems and Microsoft Office. 
5. Experience maintaining records, documentation or client information desirable.