WFH Administrative Assistant
WFH Administrative Assistant
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Salary Not Disclosed
1 Vacancy
Job Description
About Us:
At Bright Wealth we specialise in financial planning accounting and business advisory helping our clients grow and protect their wealth with expert guidance. Our team is dedicated to providing comprehensive financial advice that makes a real difference.
Visit our website to learn more:
Why Join Us:
- Salary starting from 65000 Pesos per month HMO & 13th month.
- Working Monday to Friday 9:00am to 5:00pm AEST.
- 20 days of paid leave AU public holidays (with flexibility).
- Permanent work from home setup.
- New equipment supplied.
- Collaborative and supportive team.
Position Summary:
As our Admin Assistant you will play a crucial role in ensuring the smooth operation of our firm. This position involves a wide range of administrative duties to support our accounting staff and clients. The ideal candidate will be detailoriented possess excellent communication skills and have the ability to manage multiple tasks efficiently.
Key Responsibilities:
- Prepare and manage client documentation including engagement letters invoices tax returns and financial statements.
- Handle tax lodgements (returns BAS) and corporate secretarial tasks.
- Maintain and update client records databases and reports including mail logs and monthly lodgement reports.
- Support financial and performance reporting including WIP writeoffs fee tracking and Net Promoter Score (NPS) surveys.
- Oversee productivity tracking including timesheet followups and CPD training reports.
- Assist with internal processes including SOP preparation executive meeting support and lead allocation.
- Manage company assets and logistics including offshore accountant equipment.
- Coordinate team events such as the annual Christmas and EOFY parties.
Skills:
- Minimum of 2 years of administrative experience preferably in an accounting or financial services environment.
- Proficient in Microsoft Office Suite.
- Familiarity with software such as Xero XPM Xero Blue Ignition NowInfinity is advantageous.
- Excellent organisational and time management skills.
- Strong verbal and written communication abilities.
- Attention to detail and accuracy.
- Ability to handle sensitive and confidential information with discretion.
- Customer serviceoriented mindset.
Employment Type
Full Time
