Oversee administration workflow and coordinate admin workflow between clients/staff – calling in work.
Develop & implement admin policies & procedures
Manage client communication – ATOmate/general correspondence
BAS/IAS/ITR/CTR – reporting
Processing BAS
Payment plans
ASIC Company Secretarial duties – creation of entities/share transfers/dereg etc
Client onboarding/offboarding
Staff onboarding/offboarding
Liaise with IT - order equipment
Liaise with building management
Oversee client Xero subscriptions as well as action upgrades/downgrades and invoicing
Management of trust distribution process
Produce internal presentation slides
Perform PA duties for partners
Update of templates
Draft FPAs
Invoicing
Trust Account management
