23 Aug
|
Future Advisory
|
Melbourne
23 Aug
Future Advisory
Melbourne
- Appointments follow up & Managing Meeting Room Bookings
- Scanning of documents
- Client system management & updating of details
- Assisting with workflow management
- Managing inbound contact from current clients, potential new clients – whether via phone, online enquiry or email
- Supporting Accounting team by liaising with the ATO for any payment arrangements, GIC & Penalty remission,
- Responsible from start to finish for client onboarding process
- Preparation of Accountants Letters
- Manage back end of website and online booking system
- Send daily reminders to the team for birthdays
- Correspond with marketing team re recent team members, provide monthly birthday report and client report
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📌 Junior Admin (Melbourne)
🏢 Future Advisory
📍 Melbourne