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We’re looking for an Admin and Accounts Assistant who will take ownership of our accounting processes and support our operational effectiveness. Approximately 50% of the role will involve managing day-to-day financials, while the rest will include a mix of system/process improvement, administrative support, and occasional assistance with phone coverage or client engagement. This is a varied role ideal for someone with strong attention to detail, excellent time management, and a willingness to jump in and take initiative. You’ll work directly with the business owner and liaise across departments to keep things moving smoothly.
Responsibilities:
- Accounting (50%)
- Oversee accounts payable and receivable using Xero.
- Ensure timely reconciliation between CloudOlive supplier billing and PSA billing.
- Manage end-of-month accounting tasks.
- Track and follow the New Zealand public holiday calendar as it may affect finance processes.
- Assist with accounting for a property holding business and a community organization.
- Operations & Process Support
- Collaborate on improvements to PSA tools (especially ConnectWise Manage), including agreement structure and workflow efficiency
- Prepare reports and information packs for Quarterly Business Reviews (QBRs)
- Assist with Account Management processes and client follow-ups
- Handle minor Personal Assistant tasks for the business owner
- Provide occasional phone coverage when the team is unavailable
- Politely but persistently follow up with team members (including the owner) when input is required
Required Experience/ Skills:
- Essential:
- Microsoft 365 (Outlook, Excel, Word, etc.)
- Strong bookkeeping or accounting experience
- Desirable:
- Xero
- ConnectWise Manage or similar PSA (Professional Services Automation) tools
- CloudOlive
- Customer service experience
- Calendar and workflow management
- Experience resolving operational or billing issues
- End-of-month financial process familiarity
- Soft Skills – Essential:
- Excellent time management
- High attention to detail
- Strong written English communication
- Ability to work independently and follow through on tasks
- Comfortable working Australian business hour
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