Posted: 18 June
The role
The Administration Assistant is to meet the business' needs by attending to client service and administrative requirements.
Key Responsibilities
- Maintaining client database including additions, deletions and changes as needed
- Scheduling annual work to meet client needs and achieve efficient resource management
- Following up with client on scope sign off and payment of any agreed upfront amount
- Returning client records
- Typing of letters and easy reports to clients
- Filing of paper or electronic documents
- Dealing with client ATO correspondence, including forwarding as required
- Appointments Management (meetings and calls) with clients, prospects and others
- Fee preparation
- Preparing checklist of information
- Reviewing and checking client documents
- Contacting clients for any missing information
- Logging of each job on the electronic and visual workflow system
- Collating and preparing work papers
- Preparing the first draft of a job budget
- Monitoring of WIP
- Lodgements
- Monitoring workflow
- Advising clients of tax registration requirements
- Advising on income tax assessments
- Completing family trust minutes
- Printing and binding of finalised documents
- Preparing final invoices when work completed
- Incorporating of companies
- Attending all corporate secretarial matters including forms
- Monitoring tax due dates
- Reviewing and chasing accounts receivable
- Systems writing and updating
Position Qualifications and Prior Experience
No formal qualifications are required for this position. However, studies in Business Administration would be highly regarded.
- Proven experience in a professional office environment
- Proven experience with modern telephone system
- Proven experience with office software such as Microsoft Office
- Sound knowledge of general administration processes
- Maturity and responsibility
- Experience using accounting systems including Xero Practice Management
- Knowledge of and/or experience using Suitefiles, Microsoft SharePoint, NowInfinity (or similar)
- Workflow management – professional services
- Experience using tax office portal
Flexible working hours for the right candidate.
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