Job Description

Fast growing financial services company is looking for an office administrator.

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Whilst experience would be well regarded, a young candidate would be considered if they had a positive attitude and were articulate. We would train.

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Jobs include:

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- Answering phones (there are virtually no reception duties because the office doesn't get visitors
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- Setting appointments
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- administration of client files and dealing with existing client queries and administrative needs
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- Lead Calls: call lead, add to prospects list, follow-up calls and emails
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- Check ATO portalmail and action items
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- 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
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- Maintain kitchen cleanliness and kitchen stock
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- Filing
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- Newsletters: Draft newsletters, email Lachlan to send them via Mailchimp, and check the Mailchimp draft
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📌 Office Administrator (Williamstown)
🏢 Tax Agent Pathway PL
📍 Williamstown