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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