
WFH - Admin Assistant (AU Client)
7 days ago
Core Responsibilities:
- Manage email, including sorting, categorising, and forwarding as directed by the Client for external clients.
- Enter data into Client-provided systems.
- Prepare, format, and proofread documents.
- Organise and maintain digital files.
- Create Excel spreadsheets and Word documents as required for external clients.
- Create customised forms using Jotform (no previous Jotform experience required, but must have experience with form creation).
- Develop internal support documents and processes as directed by the Director.
- Maintain Text Expander with client details.
- Onboard and offboard clients as directed, following agreed processes and checklists.
- Maintain workflow systems, including setting up new tasks and jobs.
- Create and maintain client bookkeeping manuals.
- Use OneNote for organising and maintaining client and internal notes.
- Run monthly client reports as required.
Minimum Required Skills & Experience:
- Strong attention to detail and accuracy.
- Proficiency with Microsoft Excel / Google Sheets.
- Good organisational and communication skills.
- Ability to work independently with minimal supervision.
- Willingness to learn and adapt to new tools and systems
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