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Personal assistant / administrator & client services administrator- hybrid role

Permanent
Engage Personnel
Admin Assistant
USD 65,000 - USD 75,000 a year
Posted: 23 May
Offer description

Join a highly respected CPA / CA accounting and advisory practice with an outstanding reputation across the SME market. Working alongside 3 Partners and a close-knit team of 18 staff, you will become an integral part of a collaborative office environment that genuinely values its people. This is a fantastic opportunity for someone who enjoys being the “go-to” person in the office, balancing client service, PA support and administration while working with a high-quality and diverse client base. The Role: This is a busy and varied position where no two days are the same. You will work closely with the Partners and wider team to ensure the smooth day-to-day running of the practice while delivering exceptional service to clients. Your responsibilities will include: Managing incoming calls, emails and client enquiries Diary management and scheduling appointments for the Partners Client onboarding and maintaining accurate client records Assisting clients with nominating new tax agents via ATO Online Services Supporting AML compliance requirements for new and existing clients Assisting with ASIC and ATO updates Proactively managing lodgment lists and monitoring deadlines Liaising with clients regarding outstanding documentation and information Preparing digital signing packs and following up signed documents Database and document management Reviewing and updating templates and internal processes to improve efficiencies Supporting the accounting team with general administration duties Assisting with workflow coordination and practice processes Drafting and preparing client invoices About You, To be successful in this role, you will ideally have: Previous experience within an accounting, legal or professional services environment Strong administration, PA or client services experience Excellent communication and interpersonal skills High attention to detail and strong organisational abilities A professional and client-focused approach The ability to multitask and work in a fast-paced environment Strong systems skills and confidence learning new software Systems Used: XPM (Practice Management) FYI (Document Management) ATOmate Monday.com Microsoft Office & Outlook Why Join This Firm? Supportive and stable team culture Rarely expected overtime Large modern office with outdoor courtyard Close to public transport Exposure to a high-quality and diverse client base Long-term career stability within a well-established firm How to Apply: To apply, click APPLY NOW and submit your resume. Alternatively, you can contact Alana Collins on (03) 9077 7491 alana.collins@engagepersonnel.com.au for a confidential chat. Not quite what you’re looking for? Please touch base, as we have many more opportunities that are not advertised. All communication will be strictly confidential

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