AddressCorporate Secretary, Client Relationship and Administration Assistant
We have an exciting full-time opportunity for a proactive and enthusiastic administration, Client Relationships and secretarial assistant to join our growing firm.
Sofra Partners specialises in providing accounting and financial planning solutions to our clients to help businesses make it count! Our services ensure our clients can grow and achieve success.
Responsibilities include:
The role will be pivotal to our team. The role will focus on providing high quality, timely administrative assistance, and support to the daily operation of our West Melbourne Office. Responsibilities include, but may not be limited to:
- Day to Day running of reception and office, including phones, emails, client contact, stationary, maintaining the office running
- Setup of Company/SMSF/Trust entities, including applicable registrations.
- Advanced ASIC corporate compliance administration and support
- Management of company registers
- Efficiently executing all administrative workflow functions such as coordinate prospective client meetings, prepare engagements, collation, and lodgement of client documents.
- Establish, develop, and maintain positive Client Relationships via email, phone, and in person
- Accurately maintain CRM database, including data entry
- Manage emails/files with a high level of organisation
- Provide assistance in administration
- Client enquiries and set up
- System maintenance for new and existing clients
- Quotations for services
The successful applicant will have:
- Strong organisational skills
- Great phone manner and customer service
- Email etiquette and writing capabilities
- Ability to meet deadlines and exceptional time management
- Strong communication skills both written and verbal
- Understanding of Microsoft: Word, Excel, Outlook
- An interest in learning more about accounting
- Industry experience would be very highly regarded
- Understanding of taxation and accounting would be highly regarded
If this sounds like the opportunity you've been waiting for please submit your resume and cover letter today! Should you have any queries please contact our office on 03 5831 3***.
