Responsibilities
Key responsibilities include:
* Appointments follow up & Managing Meeting Room Bookings
* ATO mail management
* Hard mail management
* Scanning of documents
* Client system management & updating of details
* Assisting with workflow management
* Managing inbound contact from current clients, potential new clients, whether via phone, online enquiry or email
* Supporting Accounting team by liaising with the ATO for any payment arrangements, GIC & Penalty remission
* Responsible from start to finish for client onboarding process
* Preparation of Accountants Letters
* Manage back end of website and online booking system
* Send daily reminders to the team for birthdays
* Correspond with marketing team re new team members, provide monthly birthday report and client report
* Assist management with Project Work
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