Field Operations Manager
Car Benefit Solutions
Job Level
Junior
About the role
- Attend to physical mail daily, including collection, sorting, scanning and distribution (internal/external clients)
- Liaise with Client Service Coordinators or relevant accounting team members with queries regarding physical mail and outgoing correspondence
- Prepare documentation (e.g. letters) and coordinate with Operations Team for correspondence to go out as needed
- Assist Offshore Team Administrators with processing and follow up of any documents
- Check ATO Portal to confirm payment plans / debt for processing documents
- Send and follow up ATO forms (BAS, IAS, FBT, etc.) and other documents for signing as required
- Review and update ATO debt reports and request payment arrangements where required
- Maintain client records in practice management systems and external client records (e.g. ATO, ABR), ensuring data accuracy
- SharePoint maintenance and updating external systems including the ATO Portal
- Coordinate filing of permanent documents (onboarding) and manage client onboarding/offboarding processes including CRM management
- Provide additional support to Client Service Coordinators and Team Administrators (offshore) when requested
- Perform various administrative tasks as required by the Practice Manager
- Assist with support of 4 Directors including diary management, travel plans and client contact schedules
- Organise and manage board meetings, including preparing agendas and circulating papers
- Provide administration support to the CSC on Corporate Compliance management, including entity set ups and registrations
- Prepare proposals and engagement letters and handle new client leads
Requirements
- Minimum 1 years of relevant work experience as a client services administration based role.
- Familiarity with relevant software and tools, such as Microsoft Office Suite, and CRMs
- Ability to work in a busy and dynamic environment while having fun.
- Eligible right to work in Australia (only candidates with the eligible right to work in Australia will be considered)
