Administrator
- Newmarket, Auckland
- $55,000-65,000 per year
- Permanent
- Full-time
- Contact new enquiries and arrange initial consultation meetings
- Check and process new client applications
- Create Xero ledgers for new clients when required
- Manage and coordinate job bookings
- Check and process client exits
- Maintain prospective client information and clear down regularly
- Maintain internal contact lists
- Identify and resolve duplicate records across systems
- Finalise accounts and send relevant information to clients, including invoices
- Follow up with clients on unsigned EOY accounts or outstanding payments
- Manage debtors and follow up on overdue accounts
- Escalate debts to collection when necessary
- Assist clients with annual return filings
- Answer phone calls and emails, directing to the appropriate staff member
- Handle new client enquiries and book meetings when required
- Previous experience as a receptionist or in a similar administrative role
- Strong communication and interpersonal skills with the ability to engage with a wide range of stakeholders
- Excellent written and verbal English skills
- Experience with Xero, Xero Practice Manager, and Xero Workpapers
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and SuiteFiles
- Ability to work well under pressure and manage multiple priorities
- Professional, customer-focused attitude with a "can-do" approach
- Well-presented and confident