Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Digital File Management Email Management Calendar Management Organisational Policies Proposal Development Data Security Invoicing Income Tax Finance Financial Statement Analysis +5 more

Other Skills

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Client Confidentiality
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Microsoft Office
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Microsoft Excel
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Non-Verbal Communication
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Ability To Meet Deadlines
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Time Management
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Teamwork
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Organizational Skills
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Detail Oriented
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Quick Learning

Roles & Responsibilities

Minimum of 2 years of administrative experience, preferably in accounting or financial services.
Strong verbal and written communication abilities.
Excellent organizational and time-management skills.
Ability to work independently and in a team; quick learner.

Requirements:

Daily monitoring of admin inboxes and other emails with same-day responses where possible.
Answering phones as part of a team and managing general admin duties including filing and maintaining filing systems.
Support tax lodgements (returns and BAS submissions) and assist with client proposals, engagement letters, invoices, and financial statements for accuracy and compliance.
Prepare internal monthly reports (WIP write-offs, fee tracking, client NPS and team NPS surveys) and assist management with policies and ad hoc tasks.

WizeTalent

Human Resources, Staffing & Recruiting

About WizeTalent

As a globally recognised recruiter, we help accounting and bookkeeping firms find, hire, and train great staff, saving them thousands of dollars in mis-hiring costs and recruitment fees. With our expertise in hiring and recruiting, we have developed and implemented a proven step-by-step process that ensures the best fit for both candidates and employers. We are passionate about connecting talented and motivated professionals with accounting and bookkeeping firms that value their contribution and allow them to shine. We also provide mentoring and coaching to employers, helping them hire the Wize Way. Our goal is to create a win-win situation for everyone involved, and to foster a culture of excellence, trust, and collaboration in the accounting and bookkeeping industry.

Company type: TPE

Industry: Human Resources, Staffing & Recruiting

Founded: 2018

Company size: 11 - 50

Website LinkedIn See all jobs →

Job description

About Us

At Evergreen Accounting & Advisory, we offer a range of accounting and advisory services tailored to meet the diverse needs of our clients. As part of our team, you'll work with experienced professionals dedicated to delivering exceptional service across Australia.

Learn more about us here: https://www.evergreenaccounting.com.au/

Hear from the managing partner, Natasha Mackenzie: https://youtu.be/xrqV5NwMLFs

Why Join Us

We offer a dynamic and supportive work environment with excellent benefits, including:

Competitive Salary: Between 60,000-90,000 Pesos per month (includes 13th month)
Work From Home: Enjoy the flexibility of working from home
Work-Life Balance: Monday to Friday, 7:00 am to 4:00 pm PH time
Permanent work-from-home set-up
Equipment supplied
Collaborative and supportive team

Job Overview

As our Admin Assistant, you will be a key player in maintaining the seamless operation of our firm. This role encompasses a diverse range of administrative responsibilities, providing vital support to both our accounting team and clients. The ideal candidate will be highly detail-oriented, demonstrate exceptional communication skills, and excel at managing multiple tasks with efficiency and precision.

Key Responsibilities:

Daily monitoring of the admin and other inboxes with the aim to respond ASAP (the same day if possible)
Answering phones as part of a team
General admin duties, including filing and managing filing systems
Ensuring the security, integrity, and confidentiality of data
Manage ad hoc client queries and requests
Assisting Management with office policies and procedures
Email follow-up of overdue debtors
Internal Monthly reporting of WIP write-offs, fee tracking, monitoring client Net Promoter Score (NPS) and team Net Promoter Score (NPS) Surveys.
Assisting with client proposals, engagement letters, invoices, tax returns, and financial statements, ensuring accuracy and compliance.
Calendar Scheduling & attending meetings.
Handle tax lodgements, including returns and BAS submissions.
Assist the practice manager in ad hoc personal assistant duties.
Any other reasonable tasks as requested on an ad hoc basis

About you:

Minimum of 2 years of administrative experience, preferably in an accounting or financial services environment.
Strong verbal and written communication abilities
Excellent organisational and time management skills.
Quick learner and can work independently and in a team
Cares about quality outcomes for our clients and teamwork
Focused on continuous improvement
Able to meet set daily deadlines

Software Knowledge: (desirable, but not essential)