Key responsibilities
Recent clients and engagements
• Send proposals and engagement letters in Ignition, follow them up and track them until signed
• Set up new clients: client records, ATO agent linking and Xero access
• Complete client identification and AML/CTF checks under our compliance program
• Book introductory calls and client meetings in the Director's calendar Job flow
• Create an Asana card for every signed job and keep stages, due dates and assignees up to date
• Check weekly that every signed Ignition job is on Asana, and every Asana job has a signed fee
• Track lodgment due dates and flag jobs at risk of running late Client information and communication
• Request and chase client records, receipts and missing information
• Be the first point of contact for the office phone and shared inbox,



and pass queries to the right person
• Send finished returns and financials for signature, and chase signatures Billing and debtors
• Raise invoices as soon as jobs are finalised, and move jobs to Billed on Asana
• Check monthly that Xero billing matches Ignition and Asana, including recurring fees and client software subscriptions
• Follow up overdue invoices Practice and Director support
• Manage the firm's software subscriptions and what is recharged to clients
• Help with marketing: newsletter, social posts, events and award entries
• Keep templates, procedures and client files organised

📌 Practice Administrator (Canberra)
🏢 Aris Accounting Group
📍 Canberra