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 current 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
Join our team
Keen to step into your Future? We’d love to hear from you.
Attach your CV here, otherwise email at
[email protected]
📌 Junior Admin (Melbourne)
🏢 Future Advisory
📍 Melbourne