Client Services & Admin Officer (Accounting Firm)

About us

M2 Corporate is a dynamic accounting firm dedicated to providing exceptional financial services and support to our clients. We pride ourselves on delivering high-quality solutions whilst maintaining strong, lasting relationships with the businesses we serve. Our team is built on professionalism, integrity, and a genuine commitment to client success.

About the role

We are seeking a Client Services & Admin Officer to join our team at our Mount Pleasant office in a part-time capacity (2/3/4 Days) for Maternity Leave cover (with potential to extend). This role is essential to the smooth operation of our firm, providing vital administrative and client-facing support that directly impacts our service delivery and client satisfaction. You will be the backbone of our office operations, managing day-to-day administrative tasks whilst also serving as a key point of contact for our clients. This position offers the flexibility of part-time work, allowing you to maintain a healthy work-life balance whilst contributing meaningfully to our team's success.

Key responsibilities

• Managing client communications via email, telephone and in-person, responding to enquiries and coordinating with accounting staff

• Scheduling and coordinating client appointments and meetings

• Maintaining and organising client files

• Providing administrative support to accounting professionals, including preparing documentation and correspondence

• Managing office scheduling, supplies and general administrative functions

• Assisting with client onboarding and account setup processes

• Maintaining confidentiality and adhering to professional standards when handling sensitive financial information

• Lodgement of tax returns, BAS, and other documents electronically with the ATO.

• Liaise with the ATO regarding client-related matters.

• Assist with ASIC compliance tasks, including company/trust registrations, annual reviews, and corporate secretarial requirements.

• Supporting the team with ad-hoc administrative tasks as required

What we're looking for

• Proven experience in an administrative role, preferably within an accounting or professional services environment

• Strong organisational skills with the ability to manage multiple tasks and priorities efficiently

• Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues

• Proficiency in Microsoft Office (Word, Excel, Outlook) and general computer literacy

• Attention to detail and accuracy when handling financial documents and client information

• A professional demeanour with a customer-focused approach

• Ability to work independently and as part of a team

• Understanding of confidentiality and data protection principles

• Experience with accounting software or client management systems is advantageous

• A willingness to learn and develop new skills within the accounting industry

What we offer

We are committed to creating a supportive and engaging workplace where our employees can thrive. We offer part-time flexibility to accommodate your personal circumstances, enabling you to maintain a balanced lifestyle whilst building your career. You will have the opportunity to work within a welcoming team environment where your contributions are valued and recognised. We provide ongoing professional development opportunities, allowing you to enhance your skills and knowledge within the accounting sector. Additionally, we offer a competitive remuneration package commensurate with experience, and we foster a culture of continuous improvement and mutual support.

Apply now

If you believe you have the skills and experience to excel in this Client Services & Admin Officer role, we would love to hear from you. Please submit your resume and a cover letter outlining your relevant experience and why you are interested in joining M2 Corporate. Apply today to become part of our professional team.

Email your resume and cover letter to *****@m2corporate.com.au