Office Coordinator
Core
Managing front-desk operations, client communications, office administration, and providing personal assistant support to the Director.
Role type
Office Coordinator / Administrative Assistant
Builds
Office operations and client service experience
Domain
Professional services (taxation, finance, wealth management)
Deliverable
dashboards & analysis
Required skills
Front-desk management, Client communication, ATO portal management, Mail and filing, CRM management, Professional correspondence, Microsoft Word/Excel, Office operations coordination
Preferred skills
Handisoft, MYOB, Xero
Responsibilities
Managing front-desk operations and welcoming clients, Acting as first point of contact for client enquiries, Managing communication with the ATO, Using ATO Online Services portal, Managing incoming and outgoing mail and emails, Preparing professional letters and correspondence, Maintaining client records and updating CRM systems, Providing PA and administrative support to the Director, Coordinating office operations and delegating tasks