Senior Administrator | Accounting Firm (Sydney)

Senior Administrator | Accounting Firm (Sydney)

01 Nov
|
Carnegie Financial Services
|
Sydney

01 Nov

Carnegie Financial Services

Sydney

We're looking for an experienced Senior Administrator to keep our growing firm running smoothly.
You'll be the backbone of our operations, supporting our accountants and leadership team, managing key administrative processes and making sure every client experience is organised, professional and on time.
You'll often be the first point of contact for our clients, so how you look after them matters.
Key responsibilities
Deliver a high standard of client service across phone, email and in person, responding promptly and following through on every request
Oversee day-to-day administration, including reception, phones, mail and general client enquiries
Set up new companies and trusts using NowInfinity, including preparing and organising the required documentation
Manage ASIC company secretarial tasks, including annual reviews, officeholder and shareholder changes, and other updates
Manage client onboarding, including engagement letters and AML/CTF client verification
Maintain accurate client records and job workflow in XPM
Manage client documents and correspondence in FYI Docs
Coordinate DocuSign packages, lodgement tracking and follow-ups for tax returns and financial statements
Process invoicing, monitor debtors and follow up outstanding accounts
Manage diaries in Outlook, book meetings and coordinate client appointments
About you
3+ years' administration experience, ideally within an accounting or professional services firm
Experience setting up companies and trusts, and handling ASIC company secretarial work




Strong working knowledge of Xero, XPM, FYI Docs, Outlook and DocuSign
Experience with NowInfinity and InfoTrack highly regarded
High attention to detail: you double-check names, dates and documents because you know small errors cause big problems
Efficient and organised: you manage a high volume of work, prioritise well and meet deadlines, especially during peak periods
A solid sense of initiative: you see what needs doing and get on with it, rather than waiting to be asked
A high level of client service: warm, professional and responsive, so every client feels looked after
Confident, explicit communication with clients and colleagues
Reliable and comfortable taking ownership of processes
A stable, well-defined role where you can take ownership and do outstanding work every day
Access to bonus incentives for contributing to operations projects that improve how our firm runs
Additional annual leave incentives on top of your standard entitlements
Opportunity to grow through our defined pathway (Entry, Developing, Proficient, Senior, Leadership) if and when you want to, with transparent criteria for each level
Discretionary pay reviews based on performance, not locked into a once-a-year cycle
Regular 1:1s with firm leadership
A firm that has grown from 13 people in **** to nearly 30 today, investing in people, systems and structure to grow sustainably
A collaborative, energetic culture built around ownership and opportunity
#J-*****-Ljbffr

📌 Senior Administrator | Accounting Firm (Sydney)
🏢 Carnegie Financial Services
📍 Sydney

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