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