Admin Assistant Client Manager - Easy Super
Admin Assistant Client Manager - Easy Super
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Job Description
About Us:
At Easy Super we help clients build wealth through SelfManaged Super Funds (SMSFs) with a focus on expertise efficiency and personal service. With over 20 years of industry experience were a trusted SMSF specialist staying up to date with industry trends through ongoing learning and professional development.
Visit our website to learn more: https://www.smsfconsulting/
Why Join Our Team
We are a fastgrowing leading boutique firm with an awardwinning owner at the helm. We offer:
- Salary range between $65000 $75000 super.
- Permanent workfromhome setup with new equipment supplied.
- Working Monday to Friday 9:00 am to 6:00 pm AEST with an hours break.
- Opportunities for professional development and growth.
- A collaborative and supportive remote work environment.
Job Overview:
As an Admin Assistant / Client Manager you will play a key role in supporting the firms Partners. You will help manage workflows ensure timely client communication and keep compliance deadlines on trackallowing the team to focus on delivering highquality accounting services.
Key Responsibilities:
- Manage client workflows and job progress ensuring timely completion of tasks.
- Maintain practice management systems (e.g. Xero Green) keeping job statuses and due dates up to date.
- Ensure client work has an accepted proposal before commencement.
- Monitor overdue jobs and compliance lodgements to ensure timely submissions.
- Liaise with clients the ATO and ASIC on compliance and regulatory matters.
- Act as the main point of contact for accountants supporting the team and coordinating workloads.
- Build and maintain strong client relationships facilitating communication between clients and accounting staff.
- Organise client meetings manage Partner schedules and prepare relevant documents.
- Oversee corporate compliance via the ASIC agent portal.
- Assist with financial administration including invoicing bank reconciliations and accounts payable/receivable.
- Help manage practice operations including workflow automation electronic filing and general office administration.
- Coordinate with external providers such as software vendors auditors and referral partners.
Experience & Skills:
- Experience in a public practice accounting or financial services firm (SMSF experience is a plus).
- Confident using Microsoft Office and Xero Green Management Software.
- Experience with accounts receivable/payable and bank reconciliations in Xero.
- Familiarity with Practice Ignition and FYI is a bonus.
- Strong attention to detail and ability to stay organised.
- Comfortable managing multiple tasks and meeting deadlines.
- Excellent written and verbal communication skills.
- Ability to handle sensitive client information with professionalism.
Please Note: Candidates must reside in Australia and have permanent work rights with no restrictions to apply.
Employment Type
Full Time
