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Future Advisory
Key responsibilities include… Appointments follow up & Managing Meeting Room BookingsATO mail managementHard mail managementScanning of documentsClient system management & updating of detailsAssisting with workflow ma…
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sign in above to apply · via futureadvisory.com.au
About the role
Key responsibilities include…
Appointments follow up & Managing Meeting Room BookingsATO mail managementHard mail managementScanning of documentsClient system management & updating of detailsAssisting with workflow managementManaging inbound contact from current clients, potential new clients – whether via phone, online enquiry or emailSupporting Accounting team by liaising with the ATO for any payment arrangements, GIC & Penalty remission,Responsible from start to finish for client onboarding processPreparation of Accountants LettersManage back end of website and online booking systemSend daily reminders to the team for birthdaysCorrespond with marketing team re new team members, provide monthly birthday report and client reportAssist management with Project Work
sign in above to apply · via futureadvisory.com.au
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