AU Administrative Officer - GSCEBP

Key Jobs & Responsibilities

• Data base management XPM including job scheduling
• Job management including scheduling, setup, collating information, client and accountant liaison and updating status
• Client correspondence & filing of emails 
• Client file management via Teams/SharePoint
• Document pack creation for client signing
• Updating templates for client correspondence
• Teams/ SharePoint file management S & T Drives
• ASIC management via CAS 360
• Update & review of information in CAS 360
• Downloading training information from websites for training sessions - booking training seminars when required
• Answer calls & direct to correct person via Zoom Softphone
• Assisting in setting up links in Xero (bank feeds & integrations)
• Assisting in report preparation for Payroll Tax Reporting (after 12 months)
• Requests for information from clients
• HubDoc setups & integrations for receipts/ invoices
• Assistance in proposals & implementation process for onboarding clients
• Assisting bookkeepers & accountants where required
• Employee setups for clients in Xero (after training in payroll)
• Daily morning check-in with all staff
• Review of new software integrations
• Review of cyber security updates
• Assisting clients to implement apps/ software on personal devices or computer (remotely via Teams/Zoom)
• Assisting with vetting potential new clients (review of job adds on Seek /LinkedIn)
• Preparation of important client updates to be emailed out quarterly
• Attend training webinars with respect to systems in use and other systems that could be beneficial prepare information updates to circulate to managers for major changes (after 12months)
• ATO portal downloads and preparing e-correspondence
• Updates & setups in ASANA