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Business Operations Coordinator
2 months ago
We are seeking a highly organized and dedicated Business Operations Coordinator to join our Business Advisory division. This role offers the opportunity to provide full administrative and operational support to Directors, a team of 7, and clients.
Key Responsibilities- Administrative Support: Prepare correspondence, including client packages, reports, proposals, tenders, and other documentation on behalf of the directors and team.
- Process Coordination: Coordinate and set up annual processes, including client engagement letters, client files, and CRM and document management system reviews.
- Financial Support: Work with the team, Directors, and Finance to complete monthly client billing, including preparing, reviewing, adjusting, and sending client bills.
- Client Support: Provide support to the BAS Team, including managing ATO Mail hardcopy and ATO Mate, managing ATO Lodgments, and ensuring Trust Minutes are ready for the team to commence tax planning.
- Calendar Management: Calendar support, including booking meeting rooms, catering, preparing meeting materials, and communicating with clients where required.
- Database Management: Maintain client database information in the firm's CRM system and support marketing with review of client lists.
- Experience: Demonstrated experience in an Accounting Practice supporting Business Advisory Team administration and operations.
- Administrative Support: Proven experience in administrative support or team assistant roles within a professional/corporate environment.
- Director Support: Experience supporting multiple directors.
- Technical Skills: Proficiency in Microsoft Office Suite and other relevant software.
- Knowledge: Knowledge of office management principles and procedures.
- Soft Skills: Excellent time management, prioritization, and organizational skills. Excellent communication and interpersonal skills. Strong attention to detail. Relaxed and easy-going nature.
Our company values open communication, emphasized through an open-door policy. The office is described as diverse and social with a collaborative feel. We are known for our supportive leadership and commitment to the growth of our employees. This is an exciting opportunity to join a company with a culture of support and respect.
We offer a range of benefits, including:
- Regular Social Events: We believe in taking time to relax and have fun with our colleagues.
- Lifestyle Benefits: We offer a range of benefits to support your work-life balance.
- Community Care Leave: We understand the importance of taking time to care for loved ones.
