Client Service Officer

Client Service Officer (Accounting Support)
Location: Southport 
Full-time, Permanent

Are you an experienced administrator with a background in accounting or financial advising? We’re on the lookout for detail-oriented professionals to join a lively, fast-paced team offering social connection, and professional growth.

 

What You’ll Be Doing:

In this hands-on admin role, you’ll support a variety of financial and client-facing tasks, including:

• Collating client documentation and handling purchasing workflows (A2M / diesel A2M)
• Managing and editing client details
• Preparing client reports and chasing information or payments
• Liaising confidently with the ATO for general interest charge matters
• Assisting with payment arrangements, asset changes, and setup of companies/trusts
• Providing occasional reception support

 

What We’re Looking For:

• 1–4 years’ experience in administration, accounting support, or financial services
• Familiarity with Xero products (Xero and XBM) and document management systems
• Proactive communication skills and the confidence to engage with the ATO
• A team-focused attitude with a willingness to get involved and contribute

 

Why Join Us?

• Flexible start times (e.g., 7:30 AM–4:00 PM or 8:30 AM–5:00 PM)
• Vibrant, supportive culture – think monthly team lunches, morning teas, and social events
• Be part of a collaborative and lively office environment, or enjoy the close-knit nature of smaller satellite teams
• Your voice matters – active encourage team input and community involvement

 

Ready to join a team where your admin expertise and accounting background will truly make an impact? Apply now to be part of a culture that values hard work, connection, and contribution.