Utopia Financial Partners provides Tax and Accounting, Financial Advisory, and Business Consulting services. We have two locations: our head office is located in the heart of Subiaco; and our south-metro office is located in Rockingham. We seek an experienced Receptionist to join our team at our Subiaco office.
Position Overview
Working within the administration team, this frontline position plays a pivotal role within the company. The successful candidate will have experience in a similar position, be proficient in Microsoft Office and have excellent communication and organisational skills. As the face of the company, you will essentially have a happy disposition and polished presentation.
Immediate start. Position is in-office, Monday to Friday 8:30 to 5pm.
Essential Criteria
- Proficient in Microsoft Office (intermediate level of Word, Excel and Outlook)
- An eye for detail
- A positive attitude
- Ability to work on a number of tasks simultaneously
- Ability to learn recent skills
- Strong planning and organisational skills
- High efficiency
- Sound communication skills (oral and written)
- Ability to work autonomously
- Professional phone and interpersonal manner
- English fluency
- Permanent residency or Australian Citizenship
Desirable Criteria
- Experience in a similar position
- Experience in working in an Accounting practice
- Experience using MYOB
Job Description
- Answer incoming calls in a clear, friendly, professional manner
- Meet and greet clients and offer beverages
- Attend to recording of incoming mail and distribution to staff
- Prepare outgoing mail in a timely manner
- Using Microsoft Outlook book appointments for the staff
- Administrative support to Accountants and Administrators when required
- Assist in preparing reviews and statements of advice for financial planning clients
- Set up new clients and maintenance of client database on XERO and the ATO portal
- Keep Reception area and meeting rooms clean and tidy
- Stock control of mailing, kitchen supplies and stationery
- Manage Corporate Maintenance
- Document management
- Liaise with clients
- Invoicing and taking payments
- Assisting accountants with pre-filling and lodgment of tax returns
- Assisting with filling of forms
- Assist Director in management of holiday accommodation
- Scanning and photocopying
- Preparation of letters to clients
- Collating documents
- Working as part of a team
- Flexibility and multitasking
- Other ad hoc admin duties as required
Please note: this is a full-time in-office position. Due to the nature of the job, a work from home arrangement is not appropriate.
Immediate start. An attractive salary package will be offered to the right applicant.
Office hours are Monday to Friday 8:30am to 5pm.
How to apply:
Applicants should forward their cover letters that address the selection criteria, and resumes, both converted to PDF, to Victoria Richardson at ***********@utopiafp.com. Please ensure you address the reasons for leaving the most recent employments, as well as periods of unemployment.