Overview: the client is helping businesses optimize their IT investments through strategic consulting and digital transformation.
We are looking for a proactive and results-driven Virtual Assistant to support our sales and marketing efforts.Role OverviewThis is a part-time Virtual Assistant role supporting a business owner across bookkeeping, financial administration, compliance, marketing, and general operations.
The VA works independently on a recurring schedule, using a suite of cloud-based tools to keep the business running smoothly — from reconciling transactions in Xero to scheduling LinkedIn content and managing inboxes.Paid Trial (10 Hours)During the initial paid trial, the successful candidate will be expected to complete the following:Review Provided MaterialsCarefully review the Admin Playbook (Notion) to understand business operations and expectations.Review the company website ( dxadvisory.com ) to understand the business and its services.Watch Loom RecordingWatch the provided Loom recording (speed-watching is acceptable) for further context on tasks and expectations.Review the accompanying notes and flag any questions.Submit a Short Introduction Video (1–2 minutes)Record a 1–2 minute video introducing yourself and answering the following five questions.
This video is a key factor in assessing communication skills and role fit:Why are you interested in this position?
What do you know about our company?
What is your ideal work environment?
What are your strengths?
Where do you see yourself in five years?
AI Usage QuestionAs part of your introduction video (or as a written response), please also answer:How do you currently use AI tools in your work?
Please give a specific example of a task you have used AI for, and describe how it improved your output or efficiency.Note: There is no wrong answer.
We use AI actively in this role and want to understand your comfort level and approach.Ongoing ResponsibilitiesTransaction ManagementPerform regular reconciliations of all business transactions in XeroRaise, update, and track invoices (including invoices for clients such as YVW)Create,



classify, and manage bills, including repeating bills and auto-renewalsReclassify marketing, contractor, and other miscategorised expensesMaintain Fixed Asset Register and update as requiredSet up and manage purchases in XeroPayroll & SuperannuationProcess and post pay runs on schedulePrepare and maintain payslip folders and payslip activity spreadsheetsReconcile and process superannuation contributions (quarterly SGC)Confirm and pay superannuation payments via XeroCash Flow & Financial ReportingPrepare and maintain cash flow projections (monthly and annual)Compile income and expense summariesAssist with financial projections and income forecastingTrack and tally rental income and property expensesCompliance & TaxPrepare and lodge BAS documentation, including workpapers and journal entry reviewCoordinate with external accountant via email on tax mattersManage Fringe Perks Tax (FBT) requirements — review, preparation, exempt vehicle declarationsCreate and maintain playbooks for FBT, SGC, and BAS processesMonitor and follow up on ASIC renewal, insurance, and Worksafe obligationsSet up BAS payment plans and process ATO bill paymentsPrepare remuneration certifications and compliance documentationAdministrative SupportInbox & Communication ManagementDaily inbox sweep, email labelling, and folder creation across Outlook and other platformsFollow up on outstanding emails, forward correspondence, and respond on behalf of the clientManage reminders and create Slack notifications from email actionsDocument & File ManagementUpload and organise documents across Google Drive, OneDrive, and SharePointCreate and maintain folder structures for projects, invoices, pay advice, and insuranceFile BAS workpapers, payslips,



superannuation documents, and ownership statementsUpdate and maintain passwords in 1PasswordTask & Project CoordinationMaintain task dashboard (Notion) with bills, due dates, reminders, and checklistsCreate and update playbooks for recurring admin processesPrepare meeting agendas, take notes, and distribute summariesPay utility, electricity, and other recurring bills on scheduleProperty Management SupportMaintain rental property transaction and expense tracking spreadsheetCompile monthly rental income and expense talliesFile ownership statements and property-related documentsHandle correspondence related to the property and liaise with relevant partiesOrganise and maintain property document foldersMarketing & Social MediaContent Creation & SchedulingDevelop monthly content plans and create written social media postsDesign and edit marketing assets using CanvaSchedule and publish posts to LinkedIn and FacebookManage and update Notion-based content tracker and social media calendarFill metadata for scheduled posts and maintain content libraryBrand & Digital PresenceConduct competitor research and brand auditsDevelop user personas and marketing strategy documentationWrite and refine bio, about page, and speaker profile copyCreate and maintain accounts on Linktree, Canva, and FacebookReview and update website copy and create mockups in CanvaBusiness Development & Speaking EngagementsResearch and identify relevant speaking engagement opportunities and conferencesCreate Notion pages to track events and maintain a pipeline of opportunitiesPrepare cold outreach kits and speaker profilesSupport lead generation activitiesPrepare PowerPoint presentations and supporting documents for client proposalsAssist with pitch deck creation and document formattingTools & PlatformsAccounting: XeroFile Storage: Google Drive, OneDrive, SharePointProject Management & Notes: NotionEmail: OutlookPassword Management: 1PasswordSocial Media: LinkedIn, FacebookCommunication: SlackOther: 1Password, Linktree, Meta Business Suite
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📌 Bookkeeping, Admin, Marketing & Compliance (Melbourne)
🏢 Zohorecruit
📍 Melbourne