Accounting Client Service Coordinator | Join Aureus Financial

Position: Client Service Coordinator
Company: Aureus Financial
Location: Remote – Work from Home
Salary: Competitive, based on experience

About Us
Aureus Financial is a leading financial services and coaching business that helps entrepreneurs and business owners take control of their wealth. We provide education, tax advisory, financial advice, and mortgage broking services to support our clients' financial success.

We are looking for a highly organised, proactive and detail-oriented Client Service Coordinator to support our Head of Accounting, streamline client operations and enhance team efficiency.

Responsibilities
* Manage the Head of Accounting’s inbox and calendar, ensuring efficient time management and preparation for key meetings
* Support client success by handling admin tasks, follow-ups, filing, scheduling and ensuring obligations are met
* Process client documents for signing (ASIC, ATO, proposals) and follow up to ensure timely completion
* Organise and attend team huddles, ensuring tasks are tracked and completed using Asana
* Monitor and delegate Accounting team inbox correspondence
* Foster a culture of continuous improvement and team engagement

What We’re Looking For
* 4+ years experience in client service, executive assistance, or a similar administrative role
* Strong organisational and time-management skills
* Excellent communication and problem-solving abilities
* Experience with Asana, Annature, Xero and accounting or financial services (preferred but not required)
* High attention to detail, confidentiality and professionalism
* Ability to work independently and as part of a team

Why Join Us?
- Work with a dynamic and supportive team
- Grow your career in the financial services industry
- Remote work flexibility with a great work-life balance
- Competitive salary with performance incentives

How to Apply
If you’re interested in this role, please send your resume to Upgrade to see actual info along with a video answering the following:

1. Describe your experience managing an executive’s inbox and calendar. How do you prioritise emails and scheduling conflicts to ensure efficiency?
2. Handling client documents (ASIC, ATO, proposals) requires attention to detail and timely follow-ups. Can you share an example of how you’ve managed document processing and ensured deadlines were met?
3. Managing multiple responsibilities, deadlines, and follow-ups requires strong time management. Can you describe a system or strategy you use to stay organised and ensure tasks are completed on time?

We look forward to hearing from you.