• Assist clients with inquiries and provide information about the company.
• Handle customer complaints or concerns with empathy and professionalism.
• Ensure all client interactions reflect positively on the company.
• Provide admin and administrative support to the various departments as needed.
• Schedule appointments and manage calendars for executives and staff.
• Assist with data entry, scanning, filing, and document preparation.
Onboarding/Exit of Clients:
• Coordinate the full onboarding/exit process for all clients, ensuring all necessary paperwork is completed accurately and in a timely manner.
• Communicate with clients to gather required information and documentation for onboarding/exit procedures.
• Collaborate with internal teams to facilitate a smooth transition for new and leaving clients into and out of our systems and processes.
• Assist in the management of Australian Securities and Investments Commission (ASIC) compliance requirements.
• Maintain accurate records and filings with ASIC, ensuring deadlines are met.
• Liaise with relevant stakeholders to gather necessary information for ASIC reporting and compliance.
• Co-ordinating the setting up of business structures, ABN, TFN, GST registrations as advised
• Coordinate for stamping, signing off and storing a digitally signed copy on XPM
• Phone etiquette, receptionist duties, and clerical skills
• Excellent communication and customer service skills
• Strong attention to detail and organisational skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Ability to multitask and prioritise tasks effectively
• Professional and friendly demeanour
• Experience in a similar role is a must
• Knowledge of accounting or finance is preferred
Summary of role requirements:- Looking for candidates available to work:
- Monday: Morning, Afternoon
- Tuesday: Morning, Afternoon
- Wednesday: Morning, Afternoon
- Thursday: Morning, Afternoon
- Friday: Morning, Afternoon
- More than 4 years of relevant work experience required for this role
- Working rights required for this role
- Expected salary: $60,000 - $75,000 per month