Admin Assistant / Client Manager - Easy Super

About Us:

At Easy Super, we help clients build wealth through Self-Managed Super Funds (SMSFs) with a focus on expertise, efficiency, and personal service. With over 20 years of industry experience, were a trusted SMSF specialist, staying up to date with industry trends through ongoing learning and professional development.

Visit our website to learn more: https://www.smsfconsulting.com.au/

Why Join Our Team?

We are a fast-growing, leading boutique firm with an award-winning owner at the helm. We offer:

• Salary range between $65,000 - $75,000 + super.
• Permanent work-from-home setup with new equipment supplied.
• Working Monday to Friday, 9:00 am to 6:00 pm AEST, with an hours break.
• Opportunities for professional development and growth.
• A collaborative and supportive remote work environment.

Job Overview:

As an Admin Assistant / Client Manager, you will play a key role in supporting the firms Partners. You will help manage workflows, ensure timely client communication, and keep compliance deadlines on trackallowing the team to focus on delivering high-quality accounting services.

Key Responsibilities:

• Manage client workflows and job progress, ensuring timely completion of tasks.
• Maintain practice management systems (e.g., Xero Green), keeping job statuses and due dates up to date.
• Ensure client work has an accepted proposal before commencement.
• Monitor overdue jobs and compliance lodgements to ensure timely submissions.
• Liaise with clients, the ATO, and ASIC on compliance and regulatory matters.
• Act as the main point of contact for accountants, supporting the team and coordinating workloads.
• Build and maintain strong client relationships, facilitating communication between clients and accounting staff.
• Organise client meetings, manage Partner schedules, and prepare relevant documents.
• Oversee corporate compliance via the ASIC agent portal.
• Assist with financial administration, including invoicing, bank reconciliations, and accounts payable/receivable.
• Help manage practice operations, including workflow automation, electronic filing, and general office administration.
• Coordinate with external providers, such as software vendors, auditors, and referral partners.

Experience & Skills:

• Experience in a public practice accounting or financial services firm (SMSF experience is a plus).
• Confident using Microsoft Office and Xero Green Management Software.
• Experience with accounts receivable/payable and bank reconciliations in Xero.
• Familiarity with Practice Ignition and FYI is a bonus.
• Strong attention to detail and ability to stay organised.
• Comfortable managing multiple tasks and meeting deadlines.
• Excellent written and verbal communication skills.
• Ability to handle sensitive client information with professionalism.

Please Note: Candidates must reside in Australia and have permanent work rights with no restrictions to apply.