Description:
Job DescriptionThis is a remote position.
Job Overview: To provide administrative support to principal client (immediate superior) in Australia for a part-time 20 hours per week engagement including correspondence, scheduling, staff recruitment, onboarding, and maintaining HR documentation. As well as support the development and maintenance of a client feedback system.
Key Responsibilities
Administrative Support
- Manage company and client emails daily — file messages appropriately and flag urgent matters for follow-up.
- Coordinate diary and calendar scheduling for the client and the wider team.
- Consistently file and organize digital documents in accordance with the SuiteFiles folder structure.
- Prepare and bind client document packs, including the use of Xero Document Packs.
- Serve as the first point of contact for client emails and portal messages.
- Follow up with clients for outstanding tasks, missing information, and unsigned documents.
- Assist with onboarding new clients, including preparing letters of engagement and setting up Xero, Dext, and XPM access.
- Maintain accurate client records in XPM, ensuring job deployment and status updates are current.
- Review XBert daily or weekly, actioning alerts and ensuring time entries are correctly pushed through to XPM.
- Import CSV/QIF files into Xero and MYOB as required.
- Perform Recharge imports accurately and on schedule.
- Provide bookkeeping and payroll assistance under supervision, including data entry, reconciliations, supplier rules, and invoice generation.
- Assist with social media management, including content posting, engagement, and scheduling.
- Support lead generation efforts by maintaining prospect lists and following up on enquiries.
- Build and distribute newsletters as required.
- Conduct research on tools, platforms, and competitors to enhance business visibility and productivity.
- Bachelor's degree in business management or office administration, or similar
- At least three (3) years of experience in an administrative, client service, or bookkeeping support role, ideally within an accounting, financial services, or professional services firm
- Demonstrated experience managing emails, calendars, and workflow systems for a team or executive
- Proven ability to handle client correspondence professionally and maintain accurate records in CRM or practice management systems
- Exposure to marketing or business development support activities such as social media management, newsletters, or database maintenance is desirable
- Accounting Software: Working knowledge of Xero, MYOB, Dext, and Xero Practice Manager (XPM)
- Workflow Tools: Experience with XBert or similar workflow and alert systems preferred
- Office & Productivity Tools: Proficient in Microsoft 365 (Outlook, Word, Excel, Teams) and comfortable working with cloud-based document management platforms (e.g. SuiteFiles, SharePoint, or Google Drive)
- Marketing Tools: Familiarity with social media scheduling and email marketing tools such as Canva, Mailchimp, Later, or Buffer (advantageous)
- Data Handling: Strong Excel and data entry skills, including importing CSV/QIF files and performing reconciliations accurately
- Exceptional organizational and time management skills with the ability to prioritize competing tasks
- High attention to detail, accuracy, and follow-through
- Excellent written and verbal communication skills
- Permanent WFH Arrangement
- Fixed day-shift Schedule (Australian time)
- 'Commensurate with experience' Remuneration Package
- SUMO in-house & outdoor company events such as Team Building, Christmas Party, Quarterly Meet-Ups, Team Huddle
3 Nov 2025;
from:
linkedin.com