Appointments follow up & Managing Meeting Room BookingsScanning of documentsClient system management & updating of detailsAssisting with workflow managementManaging inbound contact from current clients, potential new clients – whether via phone, online enquiry or emailSupporting Accounting team by liaising with the ATO for any payment arrangements, GIC & Penalty remission,Responsible from start to finish for client onboarding processPreparation of Accountants LettersManage back end of website and online booking systemSend daily reminders to the team for birthdaysCorrespond with marketing team re recent team members, provide monthly birthday report and client report
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