Administrative Professional
1 day ago
Job Title:
Description:
We are seeking an experienced Accounts Administrator to join our team. The successful candidate will have prior administrative experience, preferably within an accounting or professional services environment.
The Accounts Administrator will support the client's accounting team by ensuring smooth day-to-day operations, client correspondence, document management, and communication with regulatory bodies.
Key Responsibilities:
Document Management & Client Support- Sending out completed tax documents and other forms for electronic signature.
- Saving signed documents to the relevant client folder.
- Drafting standard accountant correspondence and letters for client communication.
- Managing client email inquiries, taking messages, and redirecting queries to the appropriate staff.
- Assisting with distributing group communications and newsletters.
- Generating and processing invoices in Xero.
- Managing debt collection activities via email and following up with clients as required.
- Monitoring and updating client details in WorkflowMax (XPM) and the Tax Agent Portal.
- Preparing and sending ASIC company review correspondence using NowInfinity.
- Managing incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment and other official communications.
- Responding to ATO phone calls, including arranging payment plans and handling client-related inquiries.
- Maintaining and updating client CRM records in ActiveCampaign.
- Ensuring accurate storage and retrieval of client records across all systems.
- Supporting the implementation and use of cloud-based software to improve operational efficiency.
Requirements:
- Minimum 2 years' experience in an administrative role, preferably within accounting, financial services, or professional services.
- Strong knowledge and experience in at least one accounting software, ideally Xero and WorkflowMax/XPM.
- Proficiency in Google Workspace and Microsoft Office Suite.
- Previous experience working within a remote or hybrid team environment.
- Demonstrated ability to learn new systems, processes, and business terminology quickly.
- Strong organisational skills with the ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills with high attention to detail.
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