Job Description
n POSITION DESCRIPTION Position: Corporate Secretarial and Database Officer 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 ton
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 ofn
industries. Purpose of the role: This corporate secretarial and database officer is responsible for assisting clients in the maintenance of their corporate compliance and regulation. The corporate secretarial and database officer will be the primarily person responsible for the maintenance of the database. The role will also assist as a backup the administration assistant. Key Areas of Responsibility
Area
Description
Corporate Compliancen
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Maintain the Corporate Register
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Processn
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Company incorporation
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Establishment of trusts C SMSFs
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Ordering trust deeds
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Business name registrations and renewals
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Company deregistration
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ASIC compliance, annual statements and changes
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Management of Now Infinity
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Maintain a schedule of deadlines
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Database managementn
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Accurate and complete onboarding of new clients
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Timely and accurate updates to client information
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Timely and accurate updating of new entities for existing clients
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Maintain structure diagrams for client groups
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Accurate and complete offboarding of clients
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Keep client data up to date (change of address etc)
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General database maintenance
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Work with Practice Manager to keep database up to date and accurate
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ATOn
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Monthly IAS (individual), send Client payment slip
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Check Notice of Assessment on returned lodgements
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Maintain a schedule of lodgement deadlines
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Liaise with the Australia Taxation Office (ATO)
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regarding client accounts, lodgements, outstanding tax liabilities etc Client managementn
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Assistance with the mailout ofn
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Newsletters
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FBT
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Trust distributions
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General updates and ad hoc communications
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Preparation and sending out of the annual Engagement Letter to clients
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Continually build and nurture client and potential
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client relationships Training and Developmentn
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Attend all scheduled training
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Have good knowledge of the firm's systems and processes and be able to identify the appropriate
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resources to apply them Leadership and teamworkn
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Work as an effective team member, sharing information and providing peers with assistance
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Communicate effectively with all staff members,
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clients and management Reception and Office (backup only)n
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Answer phones/emails in a skilled manner
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Taking messages accurately and ensure they are passed on in a timely manner
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Prepare and process correspondence
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Meetings (backup only)n
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Set up Client meetings in the calendar
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Greet Clients and offer refreshments
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Targets - Accurately complete timesheet dailyn
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n Qualifications: - Certificate in Office Administration, or equivalent Skills:n
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Understanding of MS Office
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Strong communication and relationship management skills
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Attention to detail
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Experience - Minimum 3 years experience in professional officen