The Administration Assistant is to meet the business’ needs by attending to client service and administrative requirements.

Key Responsibilities

Provide support and administrative assistance to Directors/Managers/Accountants including:
Maintaining client database including additions, deletions and changes as needed
Scheduling annual work to meet client needs and achieve efficient resource management
Following up with client on scope sign off and payment of any agreed upfront amount
Returning client records
Typing of letters and simple reports to clients
Filing of paper or electronic documents
Dealing with client ATO correspondence, including forwarding as required
Appointments Management (meetings and calls) with clients, prospects and others
Fee preparation
Preparing checklist of information
Reviewing and checking client documents
Contacting clients for any missing information
Logging of each job on the electronic and visual workflow system
Collating and preparing work papers
Preparing the first draft of a job budget
Monitoring of WIP
Lodgements
Monitoring workflow
Advising clients of tax registration requirements
Advising on income tax assessments




Completing family trust minutes
Printing and binding of finalised documents
Preparing final invoices when work completed
Incorporating of companies
Attending all corporate secretarial matters including forms
Monitoring tax due dates
Reviewing and chasing accounts receivable
Systems writing and updating

Position Qualifications and Prior Experience

No formal qualifications are required for this position. However, studies in Business Administration would be highly regarded.
Proven experience in a qualified office environment
Proven experience with modern telephone system
Proven experience with office software such as Microsoft Office
Sound knowledge of general administration processes
Maturity and responsibility
Experience using accounting systems including Xero Practice Management
Knowledge of and/or experience using Suitefiles, Microsoft SharePoint, NowInfinity (or similar)
Workflow management – skilled services
Experience using tax office portal

Additional:

Versatile working hours for the right candidate.

📌 Administration Assistant Melbourne
🏢 Superior People Recruitment
📍 Melbourne