Administration /Office Manager

$65,000 +car park,Higher with experience
We are a multifaceted
accounting, financial planning, and mortgage advisory
firm in Convenient Box Hill location seeking an
experienced Office/Administration Manager
to join our team. This is a key position offering direct access to Directors and the opportunity to influence how our business operates.
Our company is seeking a responsible and experienced administrative Officer to take care of an array of administrative duties. This includes managing communications, maintaining records, scheduling appointments, and providing general support to staff. They often serve as the first point of contact for visitors and callers, and may also be involved in tasks like bookkeeping, data entry, and planning.
What We're Looking For

• 5+ years' Similar overall administration/office management experience within
accounting, financial planning, or mortgage services
(professional services preferred)

•
MUST have Xero experience
and a strong understanding of
ASIC
compliance

• Familiarity with ATO portals, MYOB, XPM (highly regarded)

• Strong organisational and time management skills, with the ability to manage multiple deadlines

• Excellent verbal and written communication skills

• Proficient with Microsoft Office, CRMs, workflow systems, and practice management software

• A proactive, solution-oriented team player
Key Duties and Responsibilities:

• Coordinating accounting lodgements, deadlines, and compliance requirements through ATO & ASIC portals

• Working with the financial planning team to organise
joint client appointments and diary planning

• Managing Directors' diaries, scheduling meetings, and supporting them with mail handling and communication follow-ups

• Preparing and lodging
corporate compliance documents
and maintaining accurate records

• Handling incoming calls, emails, and correspondence, including drafting and distributing documents

• Organising and maintaining both physical and digital files, including data entry and database management

• Providing assistance to staff with reports, presentations, and general administrative support

• Managing calendars, travel arrangements, and meeting logistics for staff and Directors

• Overseeing day-to-day office operations, including supplies, equipment, and vendor management

• Greeting visitors, responding to client enquiries, and ensuring a professional office environment

• Assisting with financial tasks such as basic bookkeeping, expense tracking, and invoice processing

• Supporting the development and implementation of office policies and procedures
Skills and Qualifications:
Communication Skills:
Excellent verbal and written communication skills are essential for interacting with colleagues, clients, and other stakeholders.
Organizational Skills:
The ability to manage multiple tasks, prioritize effectively, and maintain accurate records is crucial.
Familiarity with common office software (word processing, spreadsheets, email) and database management systems.
Problem-Solving:
The ability to identify and resolve issues independently and efficiently.
Attention to Detail:
Accuracy and thoroughness are important for tasks like data entry, record-keeping, and financial transactions.
Customer Service:
A positive and helpful attitude when interacting with visitors and clients.
In your cover letter, please let us know:
1. What experience do you have with
Xero and/or MYOB
?
2. Have you dealt directly with the
ATO and ASIC portals
? Please give details.
3. Have you previously worked in an
accounting or advisory firm
?
RECRUITMENT AGENTS DO NOT CONTACT.
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Your application will include the following questions:
Which of the following statements best describes your right to work in Australia? Do you have experience in administration? Do you have customer service experience? Do you have data entry experience?
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