Office administration and reception in Accounting/ Financial planning practice
Your role will be to support the accounting and financial planning team with administration tasks.
Summary about this job
Office Management
Company: Private Advertiser
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-3-4955-9008
Fax: +61-3-5953-8506
E-mail: n\a
Site: n\a
Detail information about job Office administration and reception in Accounting/ Financial planning practice. Terms and conditions vacancy
Office Manager
We are a fast growing Accounting and Business Advisory firm in Essendon. We provide a comprehensive range of financial services to our rapidly expanding client base including Accounting & Taxation, Business advisory, Self Managed Super, Financial Planning, Wealth Creation and Succession Planning.
Our Mission (what we do everyday)
Everyday we proactively help our clients achieve success by:
Legally minimising tax
Reducing their compliance work
Building and protecting wealth
Our Vision (what we will be in 5 years)
The become our clients trusted advisors and recognised as playing a key role in assisting them to achieve their goals in all things financial.
Our Values (what is non-negotiable)
Accountability & Professionalism
Enthusiasm & Innovation
Communication & Enjoyment
The role:
Your role will be to support our dynamic team and learn progressively so that you may enjoy continued professional growth with our firm as we grow. Experience in a similar role at an accounting practice is essential.
The tasks will include:
- Reception duties,
- Diary management,
- Attending to all incoming and outgoing mail and emails,
- Completion of client and staff ATO portal queries,
- Setting up of entities, ABN, TFN and GST registrations,
- Completing all ASIC requirements for clients (BGL CAS 360),
- Scanning, filing and binding of documents,
- Management of ATO lodgements and ensuring all client deadlines are achieved,
- Preparation of invoices, including management of Ezidebit,
- Ad hoc duties as requested.
This position will provide you with direct access and mentoring with our managing director who has over 20 years Accounting and Financial services experience.
The Ideal Applicant:
You need to have previously worked in an accounting practice. Unfortunately if you do not have experience in a previous practice you will not be considered.
You must have a high degree for attention to detail. Experience with APS, BGL, Docusign, Ezidebit, ATO Portal, XPlan, and/or Xero would be advantageous.
A willingness to listen and carry out client works outlined for you by our team.
Exceptional verbal and written communication skills are non-negotiable and an expert level of verbal English (clear speaking voice) attributes non-negotiable.
Interviews will only be granted after we receive your CV and a brief statement about why we should consider your application for this role.
This role is Monday - Friday 9 am to 5.15pm.
Applications close Friday 13th July 2018. Any queries please email [email protected].