🪄 Skills: Microsoft ExcelCustomer serviceAccountingOrganizational skillsTime ManagementWritten communicationData entry
Requirements:
Proven experience managing detailed projects or events
Experience with current technologies like G Suite (Gmail, Calendar, Google Docs, and Google Spreadsheets), and Microsoft tools (Excel, Word, Outlook, Zoom)
Ability to quickly learn new technologies for example Slack, Xero, Citrix ShareFile, Right Signature, HubSpot, Calendly, FileInvite, and other such tools.
Basic proficiency with MS Excel – data entry into systems without breaking complex sheets
Background in the accounting industry is highly preferred
Excellent written English skills for email and instant messaging communication
Excellent time management and organizational skills
Self-directed and able to work with minimal supervision
Responsibilities:
Provide customer service as the first point of contact
Respond to a lot of emails and the occasional phone call
Manage and organize email inboxes and schedule meetings
Manage social media accounts such as LinkedIn and Facebook, appropriately directing enquiry, in future may involve writing/publishing posts
Review daily tasks in our practice admin system, review and assign tasks to appropriate staff to keep projects moving efficiently
New client onboarding
NZ Companies Office administration
Xero use including raising some invoices & credit notes, and chasing clients for unpaid fees.