Client Accounts & Administrator

Dolman Bateman is a boutique Chartered Accounting firm located in Sydney, Australia, that services a range of clients in small to medium business across numerous industries including social media, content creators, construction, eCommerce, hospitality, finance, manufacturing and superannuation. We have recently had a large influx of exciting new businesses who we will need to service.

We are seeking a detail-oriented Administrator to support day-to-day operations. The Administrator will work closely with the tax team to ensure the firm runs efficiently and all deadlines are met. You will manage primarily business-related tasks for the team, including preparing reports and handling organisational duties. To succeed in this role, you should have a strong understanding of the Microsoft Office suite, be highly efficient at problem solving, and have experience in an administrative role.

Qualifications
• Bachelor’s degree in Accounting, Business Administration or a related field preferred

Key Responsibilities
• Following up clients regarding overdue invoices and outstanding payments
• Chasing unsigned proposals, engagement letters and onboarding documents
• Following up clients via phone and email regarding outstanding information and documentation
• Monitoring payment plans and client accounts
• Assisting with proposal management through Ignition/Practice Ignition
• Preparing invoices, reports, letters and other client correspondence
• General administration and office support duties
• Data entry and maintaining accurate client records
• Reading and analysing incoming emails and distributing them appropriately
• Answering phones and directing calls
• Filing and retrieving corporate records, reports and documentation
• Assisting the accounting team with workflow management and administrative tasks
• Supporting the team to ensure internal deadlines are met
• Using various software including Xero, Microsoft Office and cloud-based practice management systems

Skills & Experience
• Previous experience in administration, accounts receivable, collections or client services preferred
• Strong confidence speaking with clients over phone and email
• Ability to professionally follow up unpaid invoices and outstanding matters
• Strong organisational and time management skills
• Ability to prioritise tasks and manage multiple follow-ups simultaneously
• High attention to detail and accuracy
• Strong problem-solving skills
• Ability to work independently and within a team
• Professional verbal and written communication skills
• Strong computer and typing skills
• Experience with Xero and Practice Ignition highly regarded
• Tech savvy with strong Microsoft Office skills
• Fluent English communication skills
• High level of discretion and confidentiality

Working hours: 7am to 4pm PH Time, including 1hour lunch break, Monday to Friday. 40 Hours per week.