POSITION DESCRIPTION
Position:
Administration Assistant
Location:
NP Office
Employment type:
Part time, ongoing
Reports to:
Practice Manager
Direct Reports:
Nil
Performance review period
6 monthly
About the company:
Nicholson Partners is a boutique accounting and advisory firm based in Thornbury.
We provide solutions for all our clients business, taxation and financial needs and is committed to
undertaking continuous training to keep abreast of developments in our profession.
We provide personalised approach, long-standing client relationships, and strong reputation within the SME market.
With a collaborative team culture and a focus on quality over volume, the firm prides itself on delivering practical, value-driven advice to a loyal client base across a range of
industries.
Purpose of the role:
The administration assistant will provide administration support within the firm.
The
administration assistance is responsible for smooth day to day operations of the office.
The position is central to providing profession service to our clients, and ensuring the office runs smoothly.
Key Areas of Responsibility:
Area
Description
Reception and Office
Answer phones/emails in a skilled manner
Taking messages accurately and ensure they are passed on in a timely manner
Prepare and process correspondence
Maintain office supplies by altering when supplies need to be restocked
Ensure printer is maintained (paper stocked, toner levels)
Ensure Client records are scanned and saved timely and accurately
Continually build and nurture client and potential client relationships
Assist with debtor follow up
Ensure office process are followed, and provide recommendation for improvements
Common area and
amenities management
Ensure meeting rooms are kept to standard
Ensure kitchen is kept tidy
- Ensure office supplies are stocked by altering when
supplies need to be restocked
Meetings
Set up Client meetings in the calendar
Greet Clients and offer refreshments
Document collation and processing
Collate documents (Financial and General Reports)
Send for signing
Ensure documents are saved correctly
Follow up unsigned packs
Client relationships
Sending out documents to Clients
Follow up Clients to collect documents
Training and Development
Attend all scheduled training
Have good knowledge of the firm's systems and
processes and be able to identify the appropriate resources to apply them
Leadership and teamwork
Work as an effective team member, sharing information and providing peers with assistance
Communicate effectively with all staff members,
clients and management
Targets
- Accurately complete timesheet daily
Qualifications:
- Certificate in Office Administration, or equivalent
Skills:
Understanding of MS Office
Strong communication and relationship management skills
Attention to detail
Experience
- Minimum 3 years experience in professional office