Virtual Assistant

We are seeking a Virtual Assistant to provide support to a team in our Business Services division. They will report directly to the Executive Assistant and will also take instructions from the Senior Team Assistant.

Job Duty Requirements

The resource will be required to assist with a range of administrative and support tasks.

The job duties include:

  • Drafting of client engagement documents
  • Collating and entering data for the purposes of internal risk documents
  • Preparation and monitoring of checklists for onboarding/offboarding clients
  • Making purchases and entering disbursements
  • Uploading receipts into expense management system and drafting expense reconciliation reports
  • Assistance with database management across multiple systems, including adding new clients, closing exited clients, updating client data i.e. addresses/contact details
  • Collating client documents (management reports, tax returns & financial statements)
  • Preparation of client group structures
  • Drafting invoices
  • Assistance with filing
  • Assistance with cloud software administration, including managing user access
  • Word processing, drafting letters/minutes
  • Assistance with ad hoc administrative tasks

 

Systems & software – The role will require the VA to utilise a number of systems and software as outlined below:

  • Experience Essential
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook (experience in same or similar essential)

 

On the job training to be provided as required

  • Microsoft Teams
  • Reckon APS (Practice Management System)
  • Xero modules – HQ, Blue, Tax & Workpapers
  • Virtual Cabinet (Document Management System)
  • Ignition (client engagement document tool)
  • Workplace (Expense Management System)
  • Audit Shield (client audit insurance portal)
  • Various internally developed tools and other programs/systems as and when required

 

Other Duties

  • Daily input of time into BDO practice management system
  • Daily communication with Executive Assistant and Senior Team Assistant on priorities and actions
  • Highly responsive to emails and communication from Executive Assistant and Senior Team Assistant

 

Resource requirements

  • Fulltime equivalent, working 37.5 hours per week
  • Software experience as outlined above
  • Experience with updating data/working in a database environment (preferable)
  • Strong written and verbal English skills