Administration Support - Part-Time

About the role..

An opportunity to work with a team of experienced accountants operating within a well-established financial services firm awaits you! We are seeking an Administration Support Officer to join our thriving Sunshine Coast practice. We are looking for candidates with relevant skills and experience in a similar role. Reporting to the Senior Accountant, the purpose of the position is to proactively assist the accounting team to exceed their clients’ expectations by delivering excellent tax advice. In addition, to manage the processes and workflow to ensure smooth operations and great client outcomes. Responsibility for the day-to-day administration of back-office activities and processes to leverage team members' time to maximise their client facing time.

Your role will be to:

• Communicate with other staff members and book or schedule suitable times for internal and external meetings.
• Ensure necessary work has been completed for each appointment so that accountant can operate at a high level.
• Responding to emails and queries from clients.
• General filing, scanning, downloading of documents with a focus on data integrity.
• Work with ATO lodgement list with a view to contacting clients to submit their tax information.
• Lodgement of BAS & ITR on Xero
• Checking notice of assessment's are correct, scanning and emailing to client
• Screening calls, investigating and responding to queries and answering non-technical questions from clients.

Why you're right for us…

• You have excellent communication skills.
• You are determined to deliver on personal goals and objectives.
• You are proficient in MS Office.
• You can work collaboratively in a professional team.
• You have an open mind and a positive attitude - you love what you do.
• You are detail oriented with critical thinking skills – you enjoy understanding the ‘why’ rather than simply following a process.
• You have an analytical mindset – you can interpret information, identify trends and enjoy solving problems.
• You work effectively in a team and take a proactive approach to assist the team to cover fluctuations in workloads when required - team work makes the dream work!
• You can recognise ways to improve outcomes for clients – you love making a difference!

Why Us

Based on the Sunshine Coast, Wealthmed Australia are a team of local professionals helping our clients manage what they need to financially succeed. We’re passionate about making a difference to the financial wellbeing of the clients we partner with. We offer a coordinated financial approach under one roof including tax & accounting, insurance and risk management, property investment, finance, and business management. We believe in nurturing our employees’ professional goals with opportunities to increase role complexity, expertise, and remuneration over time.

You will enjoy the benefit of:

• working in a modern, technology-based office
• access to a range of employee benefits
• growth and development pathways
• access to employee assistance program
• paid day off for your birthday

Interested?

Apply now with your up-to-date Resume & Cover Letter outlining your suitability for this role.