Jessie Everson

General reception duties

- Manage phone calls, emails, client appointments, and office calendar/diary

- Assist clients with enquiries, document drop-offs, and collections.

- Support accountants and managers with administrative tasks and document preparation (letters, forms, engagement letters, ATO correspondence).

- Monitor and update client databases and contact details

- Maintain confidentiality and professionalism in all interactions

General Admin Duties

- Support workflow processes, client reminders, and annual review schedules.

- Scanning, filing, and uploading documents to client files or practice management system, preparing, compiling and sending documents to clients for review and signature

- Client onboarding, maintain databases, and monitor workflow tracking systems

- Design and improve office forms, templates, and processes for efficiency.

- Prepare client jobs, invoices, engagement letters, and meeting documentation including e-signatures.

- Liaise with ATO, ASIC, and other bodies for lodgements, registrations, and compliance, maintaining accurate records.

Administration Manager/Office Manager role and responsibilities

- Train, assist, and oversee the administration team, delegating tasks and monitoring progress and generating reports to support firm operations

- Manage and resolve client complaints with professionalism, demonstrating empathy and clear communication to achieve positive outcomes

- Oversee the firm's internal accounts payable/receivable, daily bank reconciliations, trust accounts, and Xero payroll processing for 8 employees, including Super Guarantee lodgements

- Support accountants with reporting, and workflow tracking

- Assist the Practice Manager in managing accounting/bookkeeping workflows to meet deadlines.

- Act as step-in Practice Manager during absences, providing staff support and problem-solving.

- Led the implementation of Xero Accounting Software and Xero Practice Manager (2022) and provide ongoing staff support.

- Train new staff in Xero Practice Manager and other business programs to ensure smooth onboarding and consistent standards.