Our Client is a boutique Financial Planning and Accounting Practice located in beautiful North Adelaide.
They now seek an experienced Receptionist / Administrator to join their friendly, small close-knit team. You will be supporting two Financial Advisers and a Senior Accountant with all related administration duties.
As this is a part-time role (3 days per week) the hours and days to be worked are very flexible. It would ideally suit individuals looking for work during school hours.
Duties and Responsibilities:
All front of house duties - meet and greet clients
Managing incoming and outgoing correspondence and phone calls
Adviser/Senior Accountant support including research, booking of review meetings / tax appointments
Preparation of ROA’s and SOA’s
Assist with bills, invoices and debtor statements
All ASIC duties to include business name registrations, updates, transfer, changes and reminders
Liaising with clients and external contacts
Team scanning, filing and binding
Mail distribution, recording and franking
X-Plan and XERO database management - Setting up and maintaining client files and client information held in X-Plan for Financial Planning Clients and information held in XERO for the Tax Accounting Clients
Skills and Experience:
Ideally have previous reception/administrative experience gained within the Financial Planning/Accounting industry
Excellent communication and interpersonal skills to be able to communicate effectively with internal and external stakeholders
Be efficient, organised, highly productive with strong attention to detail
Strong computer literacy and excellent data entry skills
Proficient with MS Office, X-Plan and XERO software packages
A willingness to learn new skills with a flexible, team focused attitude
This is an excellent opportunity to join a friendly and professional workplace with lots of flexibility. The team has a wealth of knowledge enabling the successful applicant to work in a supportive learning environment with the opportunity to grow within the business.
21/07/2020$0Adelaide1 Administration & Office Support
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