Accumen is a boutique business advisory firm operating in Bathurst, NSW.
We partner with business clients to help them achieve financial success and build financial security. We have a close-knit expert team that is young, progressive and pro-active. We are experts in tax and business structures, management and financial reporting, SMSF and wealth creation.
What the position means for youMake a real difference every dayWork with a supportive and inspiring teamBuild on your skills and advance your careerCollaborative and innovative work environmentCommitment to exceptional client serviceWho we are looking forTo be considered for the position you must:
Be fun and friendly.Be positive, enthusiastic and self-motivated.Be client focused, confident and welcoming.Have the ability to articulate your ideas and communicate well with others.Have proven ability to work independently, multitask, and prioritise tasks.High attention to detail.Excellent time management and highly organised.Excellent written and verbal communication skills.Master new IT systems and processes with ease.Creative and able to initiate new ideas and projects.Discreet and confidential.A team player.Complimenting our awesome admin team, you will bring your bubbly personality, together with your professional care and attention.
Your responsibilities include:
Connecting with clients in a warm and professional way.Managing reception including calls, emails, messages and documents.Arranging client appointments and managing calendars.Managing document packs including electronic signatures.Co-ordinating lodgements such as tax returns and activity statements, annual statements etc.Supporting the team and clients with our secure portal.Maintaining a clean and organised reception and meeting rooms.When to startCommencing asap.
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