
Administrative Professional: Financial Operations Specialist
1 day ago
Job Title: Accounts Administrator
Job Description:The role of Accounts Administrator is to provide administrative support to the accounting team, ensuring smooth day-to-day operations and client correspondence. Key responsibilities include document management, financial administration, compliance and regulatory support, and system and data management.
Key Responsibilities:- Send out completed tax documents and other forms for electronic signature
- Draft standard accountant correspondence and letters for client communication
- Manage client email inquiries, take messages, and redirect queries to the appropriate staff
- Generate and process invoices in Xero
- Manage debt collection activities via email and follow up with clients as required
- Prepare and send ASIC company review correspondence using NowInfinity (or similar software)
- Manage incoming ATO correspondence within the Tax Agent Portal, including Notices of Assessment, PAYG instalments, and other official communications
- Maintain and update client CRM records in ActiveCampaign
- Ensure accurate storage and retrieval of client records across all systems
- Minimum of 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
- Experience using NowInfinity, ActiveCampaign, and Adobe Sign (preferred but not mandatory)
- Proficiency in Google Workspace (Drive, Docs, Sheets) and Microsoft Office Suite
- Flexibility: Work hybrid (remotely and from a location of your choice) and enjoy a better work-life balance
- Inspiring Workspaces: Our offices are strategically located and designed to fuel your best work
- Dynamic Open Spaces: Conducive for productivity and creativity
- State-of-the-Art Security: Ensuring your safety and peace of mind
- Game Rooms: Take a break and unwind with our recreational facilities
This is a fantastic opportunity to join a dynamic team and make a real difference in the world. If you're passionate about delivering exceptional results and making a positive impact, we'd love to hear from you.
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