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