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