Job Description
The Administration Assistant is to meet the business’ needs by attending to client service and administrative requirements.
Key Responsibilities
Provide support and administrative assistance to Directors/Managers/Accountants including:
- Maintaining client database including additions, deletions and changes as needed
- Scheduling annual work to meet client needs and achieve efficient resource management
- Following up with client on scope sign off and payment of any agreed upfront amount
- Returning client records
- Typing of letters and simple reports to clients
- Filing of paper or electronic documents
- Dealing with client ATO correspondence, including forwarding as required
- Appointments Management (meetings and calls) with clients, prospects and others
- Fee preparation
- Preparing checklist of information
- Reviewing and checking client documents