(WFH) Administrative Assistant | Lift Accounting & Advisory

We're Lift Accounting and Advisory - a team of fun-loving humans who happen to know a whole lot about tax, super, business strategy, and wealth creation. Our collective passion for helping businesses grow and individuals build lasting wealth is what brings us together. We're proud of the relationships we've built over nearly two decades, and we're looking for an awesome team member to join our administration team.

To learn more about us, please visit our website: https://liftaccounting.au/about/

This is a very important role; we know that our admin team keeps our practice running smoothly. You'll be the glue across client onboarding, communications, and day-to-day operations, and you'll report directly to our Australian Administration Manager.

Key Responsibilities:

• Manage client onboarding, calendars, and appointment scheduling, keeping documents, e-signatures, and workflows moving smoothly
• Serve as a first point of contact for clients, handling calls and emails with professionalism and warmth
• Maintain and organize client files and ATO correspondence, keeping sensitive information secure and compliant with firm policy
• Prepare and distribute internal and external communications, including team updates and client-facing correspondence
• Support ad hoc projects as they come up — research, data collection, and report preparation
• Actively use and help shape our AI tools (Claude Cowork, Microsoft Copilot) to automate routine tasks and improve how we work
• Keep the team connected with fun fortnightly social online activities

• Have 2+ years of admin or operations experience within an Australian accounting public practice firm
• Already use AI tools and are always thinking about how to use them better
• Are detail-oriented, self-motivated, and reliable without needing to be managed
• Communicate clearly, bring a customer-service mindset, and thrive in a fully remote environment
• Can be trusted with sensitive and confidential information, handled with discretion
• Bring warmth and energy. People enjoy working with you

• Xero / XPM
• FYI
• ATOMate
• NowInfinity
• Ignition
• Microsoft Suite
• Claude
• Microsoft Copilot
• Annature
• Adobe Sign
• Mailchimp
• Canva