Receptionist
Core
Front-of-house receptionist and administrative support for an accounting and financial planning firm, serving a diverse client base.
Role type
Receptionist / Administrative Assistant
Builds
Client-facing services including accounting, taxation, business advice, and financial planning.
Domain
Accounting, Financial Planning, and Taxation
Deliverable
dashboards & analysis
Required skills
Client liaison, diary management, invoicing, document scanning and filing, database management, ATO lodgments, tax agent administration, MS Word, Excel, Outlook
Preferred skills
FYI, Xero, XPM, Australian Tax Agent Portal
Responsibilities
Answering telephones, managing incoming and outgoing mail, liaising with clients and the accounting team, arranging client meetings, managing workflow, scanning and filing documents, recording client details, preparing and sending forms, handling ATO lodgments, and performing general office duties.