hammerjack

Accountant

• Manage day-to-day bookkeeping tasks for Australian clients
• Perform bank, credit card, and balance sheet reconciliations
• Prepare and maintain accurate financial records and reports
• Assist in preparing financial reports and supporting documentation
• Handle Xero conversion balances and data migration activities
• Attach and manage supporting receipts and documentation for reconciliations
• Communicate directly with clients via email and calls regarding bookkeeping and accounting queries
• Respond to client concerns and provide timely updates and resolutions
• Support BAS preparation and review processes where required
• Collaborate with internal team members to ensure deadlines and client expectations are met
• Take initiative in identifying process improvements and resolving issues independently
• Provide light administrative support as needed

Executive Assistant

• Prepare and Arrange Internal Filing System (Creating Folders/Client Docs).
• Filing of Documents (Paperless) into the Database.
• Updating and Maintaining client details.
• Prepare client letter templates.
• Assist in the preparation of Insurance Quotations using online systems.
• Preparation of insurance schedules and policy renewals.
• Claims Management in CRM.
• Management of email inquiries and inboxes.
• Assistance in the preparation of marketing materials.
• Minor call management.

Accountant

Virtual Assistant