Fast growing financial services company is looking for an office administrator.
Whilst experience would be well regarded, a young candidate would be considered if they had a positive attitude and were articulate. We would train.
Jobs include:
Answering phones (there are virtually no reception duties because the office doesn't get visitors
Setting appointments
administration of client files and dealing with existing client queries and administrative needs
Lead Calls: call lead, add to prospects list, follow-up calls and emails
Check ATO portalmail and action items
Current member setup: create physical folders, order the Income Tax textbook, and pack/post the "Becoming a Successful Tax Agent" book, send out Onboarding email, send out activation email
Maintain kitchen cleanliness and kitchen stock
Filing
Newsletters: Draft newsletters, email Lachlan to send them via Mailchimp, and check the Mailchimp draft
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📌 Office Administrator (Melbourne)
🏢 Tax Agent Pathway PL
📍 Melbourne