Overview
An organization is seeking an Accounting Administration Assistant to provide day-to-day administrative support for the Superannuation Division. This role involves managing client databases, handling various administrative duties, communicating professionally with clients, and liaising with Australian government agencies to clarify and resolve client queries.
Responsibilities
- Liaise with the financial planning team to obtain relevant information
- Communicate with clients, share registries, and managed funds via calls and emails to gather necessary information
- Manage client queries related to administrative matters
- Maintain client databases including Salesforce, BGL, XPM, and Xero
- Collate client packages using Annature
- Perform electronic filing
- Assist with Income Tax Return and Business Activity Statement lodgement
- Handle ad hoc and annual Australian Securities and Investment Commission (ASIC) obligations for clients
- Manage all Australian Taxation Office (ATO) correspondence, including phone calls, to clarify and resolve queries and issues
- Perform general financial, administrative, and ad hoc support tasks
Requirements
- Bachelor’s Degree in Accountancy, Accounting Technology, Business Administration, Finance, or a related field
- 1–2 years of experience in accounting, bookkeeping, or administrative support
- Experience with Australian taxation, ATO/ASIC processes, or Self-Managed Superannuation Funds (SMSFs) is advantageous
- Proficiency in accounting software such as Xero, Salesforce, BGL, and XPM is preferred
- Excellent written and verbal communication skills with strong client service abilities
- High attention to detail, strong organizational and time management skills
- Ability to prioritize tasks, meet deadlines, and work independently as well as collaboratively
- Strong analytical, problem-solving, and information-gathering skills
- Professional, proactive, and committed to maintaining confidentiality and accuracy
- Ability to work fully remotely with a reliable internet connection, suitable home office setup, and availability during Australian business hours
Location
- Fully remote (work from home) with availability during Australian business hours
How to Apply
Interested candidates are encouraged to apply promptly.