Offer summary

Qualifications:

Minimum of 2 years of administrative experience, preferably in accounting or financial services., Proficient in Microsoft Office Suite and familiar with software like Xero and Ignition., Excellent organizational, time management, and communication skills., Attention to detail and ability to handle confidential information..

Key responsabilities:

Prepare and manage client documentation such as invoices and tax returns.

Handle tax lodgements and corporate secretarial tasks.

Maintain and update client records and support financial reporting.

Assist with internal processes and coordinate team events.

Job description

About Us:

At Bright Wealth, we specialise in financial planning, accounting, and business advisory, helping our clients grow and protect their wealth with expert guidance. Our team is dedicated to providing comprehensive financial advice that makes a real difference.

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

Why Join Us:

Salary starting from 65,000 Pesos per month + HMO & 13th month.
Working Monday to Friday, 9:00am to 5:00pm AEST.
20 days of paid leave + AU public holidays (with flexibility).
Permanent work from home set-up.
New equipment supplied.
Collaborative and supportive team.

Position Summary:

As our Admin Assistant, you will play a crucial role in ensuring the smooth operation of our firm. This position involves a wide range of administrative duties to support our accounting staff and clients. The ideal candidate will be detail-oriented, possess excellent communication skills, and have the ability to manage multiple tasks efficiently.

Key Responsibilities:

Prepare and manage client documentation, including engagement letters, invoices, tax returns, and financial statements.
Handle tax lodgements (returns, BAS) and corporate secretarial tasks.
Maintain and update client records, databases, and reports, including mail logs and monthly lodgement reports.
Support financial and performance reporting, including WIP write-offs, fee tracking, and Net Promoter Score (NPS) surveys.
Oversee productivity tracking, including timesheet follow-ups and CPD training reports.
Assist with internal processes, including SOP preparation, executive meeting support, and lead allocation.
Manage company assets and logistics, including offshore accountant equipment.
Coordinate team events, such as the annual Christmas and EOFY parties.

Skills:

Minimum of 2 years of administrative experience, preferably in an accounting or financial services environment.
Proficient in Microsoft Office Suite.
Familiarity with software such as Xero, XPM, Xero Blue, Ignition, NowInfinity is advantageous.
Excellent organisational and time management skills.
Strong verbal and written communication abilities.
Attention to detail and accuracy.
Ability to handle sensitive and confidential information with discretion.
Customer service-oriented mindset.

Required profile