Offer summary

Qualifications:

Proficiency in database management and familiarity with XPM, CAS 360, and Xero software., Strong organizational skills with experience in scheduling, document management, and client correspondence., Excellent communication skills for liaising with clients, accountants, and internal teams., Educational background in administration, finance, or related fields is preferred..

Key responsibilities:

Manage database systems including job scheduling and client files.

Assist in client communication, document preparation, and software setup.

Support onboarding processes and assist bookkeepers and accountants as needed.

Participate in training sessions and assist with system updates and cybersecurity measures.

Job description

Key Jobs & Responsibilities

Data base management XPM including job scheduling
Job management including scheduling, setup, collating information, client and accountant liaison and updating status
Client correspondence & filing of emails
Client file management via Teams/SharePoint
Document pack creation for client signing
Updating templates for client correspondence
Teams/ SharePoint file management S & T Drives
ASIC management via CAS 360
Update & review of information in CAS 360
Downloading training information from websites for training sessions - booking training seminars when required
Answer calls & direct to correct person via Zoom Softphone
Assisting in setting up links in Xero (bank feeds & integrations)
Assisting in report preparation for Payroll Tax Reporting (after 12 months)
Requests for information from clients
HubDoc setups & integrations for receipts/ invoices
Assistance in proposals & implementation process for onboarding clients
Assisting bookkeepers & accountants where required
Employee setups for clients in Xero (after training in payroll)
Daily morning check-in with all staff
Review of new software integrations
Review of cyber security updates
Assisting clients to implement apps/ software on personal devices or computer (remotely via Teams/Zoom)
Assisting with vetting potential new clients (review of job adds on Seek /LinkedIn)
Preparation of important client updates to be emailed out quarterly
Attend training webinars with respect to systems in use and other systems that could be beneficial prepare information updates to circulate to managers for major changes (after 12months)
ATO portal downloads and preparing e-correspondence
Updates & setups in ASANA