Receptionist/Administrator - Part-time

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
  • Collating documents
  • 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 $0 Adelaide 1 Administration & Office Support
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