Admin Assistant (AU Accounting Firm | Permanent WFH) - Evergreen Accounting

At Evergreen Accounting & Advisory, we offer a range of accounting and advisory services tailored to meet the diverse needs of our clients. As part of our team, you'll work with experienced professionals dedicated to delivering exceptional service across Australia.

Learn more about us here: https://www.evergreenaccounting.com.au/

Hear from the managing partner, Natasha Mackenzie: https://youtu.be/xrqV5NwMLFs

As our Admin Assistant, you will be a key player in maintaining the seamless operation of our firm. This role encompasses a diverse range of administrative responsibilities, providing vital support to both our accounting team and clients. The ideal candidate will be highly detail-oriented, demonstrate exceptional communication skills, and excel at managing multiple tasks with efficiency and precision.

• →Daily monitoring of the admin and other inboxes with the aim to respond ASAP (the same day if possible)
• →Answering phones as part of a team
• →General admin duties, including filing and managing filing systems
• →Ensuring the security, integrity, and confidentiality of data
• →Manage ad hoc client queries and requests
• →Assisting Management with office policies and procedures
• →Email follow-up of overdue debtors
• →Internal Monthly reporting of WIP write-offs, fee tracking, monitoring client Net Promoter Score (NPS) and team Net Promoter Score (NPS) Surveys.
• →Assisting with client proposals, engagement letters, invoices, tax returns, and financial statements, ensuring accuracy and compliance.
• →Calendar Scheduling & attending meetings.
• →Handle tax lodgements, including returns and BAS submissions.
• →Assist the practice manager in ad hoc personal assistant duties.
• →Any other reasonable tasks as requested on an ad hoc basis

• Minimum of 2 years of administrative experience, preferably in an accounting or financial services environment.
• Strong verbal and written communication abilities
• Excellent organisational and time management skills.
• Quick learner and can work independently and in a team
• Cares about quality outcomes for our clients and teamwork
• Focused on continuous improvement
• Able to meet set daily deadlines

• Proficient in Microsoft Office, especially FYIDocs, Word and Excel.
• Xero and Xero Practice Manager (XPM)
• ATOmate
• Annature