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Accounts or Receptionist

Boutique financial advisory business are seeking an experienced Accounts/Receptionist to support their businesses on a daily basis.

Our client is a boutique financial consultancy business that provide a range of financial advice, accounting services, superannuation investments, taxation and mortgage lending.

They are now seeking an experienced Accounts/Receptionist professional to join their team and provide support and ensure Accounts and Reception are managed effectively on a daily basis.

Your role will include:

  • Assist with data input into MYOB/Zero and Accountants Office (CRM)
  • Contact ATO for customer information, setup ABN’s, TFN applications
  • Invoicing and banking
  • Lodge of ASIC and other secretarial support
  • Assist with setting up tax returns
  • Book travel and/or accommodation
  • Ensure kitchen is clean and tidy every day
  • Answer inbound calls and meet and greet clients and arrange room bookings
  • Mail, basic office duties, filing etc
  • Assist with any word processing as required – mail mergers, client letters etc
  • Assist Partner with her day to day diary management and appointments

To be successful in this position you must have:

  • Previous Accounts experience in a similar professional services business
  • Knowledge of general accounts functions – Zero and/or MYOB
  • High attention to detail as well as the ability to work autonomously
  • Professional presentation and strong verbal and written communication skills
  • Knowledge of MS Office packages
  • Great time management, friendly and self motivated attitude

This is a great opportunity for an Accounts/Receptionist who is seeking a diverse and fast paced position in a small and supportive team where your efforts and support will be well recognised and rewarded.