Client Service Officer

Full Time  | Adelaide | 
 

Equipe Advisory is not your average accounting firm. We're a tight-knit, boutique team that believes in the power of collaboration. In fact, our name, derived from the French word for team, reflects our commitment to working together to achieve greatness.

At Equipe Advisory, we provide a diverse range of Accounting and Advisory Services to guide our clients through every stage of their business journey, from start-up to exit. By leveraging cutting-edge information systems, we set the standard for business practices and empower our clients to achieve outstanding results.

Our core values drive us, and our people are our greatest asset.

The Client Service Officer will be the welcoming face for all visitors at Equipe Advisory and will ensure client service commitments are delivered upon and exceed client expectations.  The Client Service Officer will provide support to all employees, maintain front of house and work on key projects and initiatives to improve internal processes that are aligned with the Practices strategic direction.
 
Key Responsibilities Include:

Reception function and associated tasks;

Attend to GPO mail collection, distribution, actioning and recording in accordance with Firm policies;

Attend to ATO correspondence triage, distribution, actioning and recording in accordance with Firm policies;

Co-ordinate and schedule client meetings;

Arrange couriers, stationery and kitchen supplies;

Client records management including the preparation of client ITR and Financial compilations and scanning of client documents;

Assist with maintenance of client data bases

Assist with the Firm’s Australian Securities & Investments Commission obligations for clients including Annual reviews, annual fee payments and reminders, changes to company details forms, minute book filing and all other related functions;

Continue to learn and develop skills with the software programs used

Assist with the implementation of a range of operational projects as required.

Be part of a professional, supportive, and friendly team.

Enjoy our current modern office in the Adelaide CBD, with a planned relocation to a brand-new Unley office in December 2025.

Opportunities to learn and grow with ongoing training and development.

Work with a firm that values both excellence in client service and work-life balance.

You’re someone who enjoys connecting with people and creating a great first impression. You’re proactive, reliable, and love supporting others to get things done. Whether it’s coordinating admin tasks or assisting the team, you bring energy and professionalism to everything you do.

You’ll also bring:

A professional, friendly, and proactive communicator who enjoys building client relationships.

Strong attention to detail and organisational skills.

Confidence in using Microsoft Office.

Experience with Xero Practice Manager (XPM) or similar practice management software would be an advantage — but we’re happy to train the right person.

Someone who thrives in a team environment but can also take initiative.

Previous admin or reception experience (professional services experience is highly regarded but not essential).

IIf this sounds like the right fit for you, we’d love to hear from you. Please apply with your CV and a short cover letter to careers@equipeadvisory.com.au