15 Aug
|
Recognized
|
Gold Coast
15 Aug
Recognized
Gold Coast
Administration Assistant – Full Time
Location: Mermaid Beach, Gold Coast
About Us
Your Wealth Accounting is a well-established and trusted accounting and advisory firm, providing financial and advisory services to clients across Australia.
We are looking for a motivated Administration Assistant to join our friendly and supportive team. This is an exciting opportunity to develop your career in a professional environment while gaining exposure to the finance and accounting industry.
You will work closely with a Senior Partner, our accounting team, and our Melbourne office, supporting both client services and internal administration.
Key Responsibilities
Client Services & Communication
- Professionally answer incoming calls and emails
- Manage multiple shared inboxes
- Assist with onboarding new clients and input information into systems (ATO Portal, Xero, NowInfinity)
- Communicate with clients and financial planners regarding deadlines and documentation
- Follow up on outstanding client documents
- Maintain accurate client records
Administration & Office Support
- Data entry, scanning, filing, and managing incoming mail
- Draft and send engagement letters, ASIC documents, and general correspondence
- Maintain workflow spreadsheets and track progress on tasks
- Assist with lodgement tracking (tax returns, BAS, IAS, ASIC)
- Manage compliance authorisations, agent appointments, and access to key systems, including tax and banking platforms
- Maintain records in line with firm procedures
- Collaborate with Corporate team members to complete corporate requests
ATO & Compliance Support
- Liaise with the ATO on behalf of clients and accountants
- Set up ATO payment plans and apply for lodgement extensions
- Monitor ATO notices and deadlines
- Manage linking and unlinking of entities in the ATO portal
Accounting Support
- Upload tax documents to client portals
- Update Xero Practice Manager jobs, tasks, and due dates
- Run basic weekly reports and send to Partner
- Draft invoices and assist with payment setups
- Follow up on outstanding debtors
- Assist with tax return and BAS preparation checklists
- Coordinate with the offshore team to ensure a smooth workflow
What We’re Looking For
- Robust attention to detail and accuracy
- Excellent written and verbal communication skills
- Strong organisational skills and ability to manage competing deadlines
- Customer service mindset with professionalism in all communications
- Basic computer skills (Outlook, Word, Excel or Google Sheets)
- Positive attitude and willingness to learn
- Previous experience in an accounting practice is an advantage
- Ability to work collaboratively within a team
Why Join Us?
Be part of a team where your growth matters!
Our office is just a short walk from the beautiful Mermaid Beach, offering a role packed with hands-on training and real exposure to the financial and accounting industry. You’ll work alongside a friendly, supportive team across Melbourne, Queensland, and offshore, and enjoy the fun and connection of our annual company retreat.
Join us and start building your career in a workplace that truly values collaboration and learning.
📌 Administrative Assistant (Gold Coast)
🏢 Recognized
📍 Gold Coast