About this role
Company Profile: Our client is an Australian-based accounting firm with a team of highly qualified Chartered Accountants providing expert taxation, accounting, and advisory services. With a strong technical focus and up-to-date regulatory knowledge, they help clients achieve the best possible financial outcomes.
Duties and Responsibilities:
· Answer incoming phone calls, transfer calls to the appropriate team members, and take accurate messages when required
· Manage the practice inbox, including triaging emails, filing correspondence, and escalating urgent matters
· Assist in managing partner inboxes, calendars, and phone communications
· Upload and download documents from client portals and internal systems
· Coordinate the distribution of client documents for electronic signature
· Update and maintain accurate client information within the practice management system
· Perform data entry and maintain organized and accurate records
· Provide administrative support to the accounting team as required
· Follow established internal procedures, workflows, and checklists to ensure compliance and consistency
· Support the Practice Manager with workflow coordination and job tracking activities
· Monitor Ignition notifications and promptly alert the Practice Manager of required actions or updates
Requirements
Must-have Skills / Qualification:
· Minimum of 2 years of experience in an Administrative Assistant or similar administrative support role
· Experience using accounting software such as Xero or similar accounting systems
· Strong working knowledge of Microsoft Office applications, particularly Outlook, Word, and Excel
· Excellent verbal communication skills and a professional telephone manner, with the ability to confidently handle incoming client calls
· Strong administrative and organisational skills, with the ability to manage multiple tasks and priorities effectively
· Quick learner with the ability to adapt to new software, systems, and processes
· High level of attention to detail and accuracy when managing client information and administrative tasks
· Ability to work independently, take initiative, and proactively resolve issues
· Reliable, accountable, and committed to delivering high-quality work
· Ability to follow established procedures while remaining flexible and adaptable to changing business needs
Personal Attributes
· Professional and reliable
· Positive attitude and strong work ethic
· Trustworthy and able to maintain confidentiality
· Excellent time management and organisational skills
Advantageous or Nice-to-Have Skills/Experience:
· Experience working with Australian accounting firms or professional services organisations
· Experience using accounting practice management software such as XPM, FYI, BGL, CAS360, or similar platforms