part-time Virtual Assistant/ Bookkeeper
3 hours ago
Job DescriptionThis is a remote position.Job Overview:To provide administrative support to principal client (immediate superior) in Australia for a part-time 20 hours per week engagement including correspondence, scheduling, staff recruitment, onboarding, and maintaining HR documentation. As well as support the development and maintenance of a client feedback system.Key ResponsibilitiesAdministrative SupportManage company and client emails daily — file messages appropriately and flag urgent matters for follow-up.Coordinate diary and calendar scheduling for the client and the wider team.Consistently file and organize digital documents in accordance with the SuiteFiles folder structure.Prepare and bind client document packs, including the use of Xero Document Packs.Client & Workflow ManagementServe as the first point of contact for client emails and portal messages.Follow up with clients for outstanding tasks, missing information, and unsigned documents.Assist with onboarding new clients, including preparing letters of engagement and setting up Xero, Dext, and XPM access.Maintain accurate client records in XPM, ensuring job deployment and status updates are current.Review XBert daily or weekly, actioning alerts and ensuring time entries are correctly pushed through to XPM.Financial & Technical SupportImport CSV/QIF files into Xero and MYOB as required.Perform Recharge imports accurately and on schedule.Provide bookkeeping and payroll assistance under supervision, including data entry, reconciliations, supplier rules, and invoice generation.Marketing & Business DevelopmentAssist with social media management, including content posting, engagement, and scheduling.Support lead generation efforts by maintaining prospect lists and following up on enquiries.Build and distribute newsletters as required.Conduct research on tools, platforms, and competitors to enhance business visibility and productivity.RequirementsBachelor's degree in business management or office administration, or similarAt least three (3) years of experience in an administrative, client service, or bookkeeping support role, ideally within an accounting, financial services, or professional services firmDemonstrated experience managing emails, calendars, and workflow systems for a team or executiveProven ability to handle client correspondence professionally and maintain accurate records in CRM or practice management systemsExposure to marketing or business development support activities such as social media management, newsletters, or database maintenance is desirableAccounting Software: Working knowledge of Xero, MYOB, Dext, and Xero Practice Manager (XPM)Workflow Tools: Experience with XBert or similar workflow and alert systems preferredOffice & Productivity Tools: Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) and comfortable working with cloud-based document management platforms (e.g. SuiteFiles, SharePoint, or Google Drive)Marketing Tools: Familiarity with social media scheduling and email marketing tools such as Canva, Mailchimp, Later, or Buffer (advantageous)Data Handling: Strong Excel and data entry skills, including importing CSV/QIF files and performing reconciliations accuratelyExceptional organizational and time management skills with the ability to prioritize competing tasksHigh attention to detail, accuracy, and follow-throughExcellent written and verbal communication skillsBenefitsPermanent WFH ArrangementFixed day-shift Schedule (Australian time)'Commensurate with experience' Remuneration PackageSUMO in-house & outdoor company events such as Team Building, Christmas Party, Quarterly Meet-Ups, Team Huddlecheck(event) ; career-website-detail-template-2 => ,meta)" mousedown="lyte-button => check(event)" final- final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered="">
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