Job Description

Welcome to Exant Advisory: where new ideas flourish and careers thrive.

Are you ready to shape the future of business and make a real difference in the lives of clients? At Exant Advisory (Exant), we believe strong relationships, collaboration, experience and new thinking are the keys to lasting success—for our clients, our team, and you.

Exant combines the multi-disciplined specialist knowledge expected in a top-tier firm with the approachability and care factor of an independent firm.

Exant Advisory is a relationship-focused firm, combining over 40 years’ experience with new thinking to deliver practical, tailored solutions across accounting, audit, business advisory and business consulting, corporate finance, HR & IR consulting, outsourcing, superannuation, tax and wealth management.

With 14 partners and more than 160 professionals, we collaborate closely with clients to develop bespoke strategies, drawing on our deep expertise and forward-looking approach. We prioritise people and relationships, investing in the ongoing success of our clients, our team, and the wider community.

Experience. New Thinking.

The Client Services Assistant's role is critical to ensuring the delivery of high-quality outcomes for clients. The role may include supporting colleagues to achieve deadlines, finalising outgoing items, dealing with external and internal stakeholders, delivering technically correct information, following and offering feedback on procedures or systems and communicating professionally to all levels of staff. The position also forms part of the relief and support structure that is necessary for the overall completion of administrative duties within the firm.

Key Responsibilities

• Formatting of documents such as client letters, proposals and collations. A high attention to detail regarding all outgoing items and a focus on improving the quality of internal documents.
• Preparation of correspondence required including business letters, invoices, reports, articles and proposals, in accordance with established templates.
• Coordination of the Out-For-Signature and lodgment process (e.g. ATO)
• Preparation of electronic or physical collations in a timely, organised and efficient manner. A view towards decreasing the use of physical materials and moving towards a more electronic environment.
• The updating, archiving and maintenance of accurate electronic data within various software platforms. An adherence to current procedures with a view towards continually offering constructive feedback.
• Communication with the ATO in relation to basic client matters (for example, setting up payment arrangements, obtaining remissions, lodging due date extension, etc.).
• Provision of support to Reception by answering incoming phone calls, taking messages, answering queries, welcoming guests and maintaining meeting rooms. Maintaining a professional and welcoming demeanour when dealing with internal and external stakeholders.
• Provide relief cover for general administrative duties necessary for the smooth operation of the office, including but not limited to upkeep of kitchen and meeting rooms, reception support and providing administrative cover elsewhere when required.

This list of responsibilities is not exhaustive, and other reasonable duties may be assigned as required to meet business needs.

Key Skills and Attributes

• Strong attention to detail and accuracy of work
• Flexibility to perform different and varied tasks
• The ability to work under pressure and effectively manage time and prioritisation of tasks
• Motivated to work as part of a team in addition to completing individual regular tasks
• Strong problem-solving skills
• Excellent interpersonal skills, including the ability to consult with peers.

Qualifications & Experience

• Demonstrated administrative experience within a professional services firm, preferably in a public practice environment
• Experience with XPM preferred
• Extensive experience with Microsoft Suite

Discover the benefits of working at Exant

Your Growth. Your Well-being. Our Commitment.

At Exant, your talents are nurtured, your ambitions are celebrated, and your well-being is our top priority. As a valued member of our team, you’ll experience more than just a job—you’ll find a supportive environment where professional growth and personal fulfillment go hand in hand. From opportunities for ongoing learning to a culture that champions balance and innovation, Exant is dedicated to empowering you every step of the way. Explore the unique advantages of joining our community:

• Wellbeing initiatives
• Employee assistance program
• Flexible arrangements
• Volunteering opportunities
• Employee referral program
• Charity and community events
• Social club and activities
• Discounts on products and services
• Learning and development programs
• Study assistance
• Parental leave payments
• Years of service rewards
• Recognition rewards

Join Us—Shape Your future with Exant

We invite you to discover the opportunity to join a team that challenges the status quo, drives positive change, and makes a real-world impact every day. Whether you’re just beginning your career or looking to reach new heights, Exant is where your future can flourish.

Experience New Thinking. Experience Exant.