Key responsibilities
New clients and engagements
Send proposals and engagement letters in Ignition, follow them up and track them until signed
Set up recent 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
#J-*****-Ljbffr

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