Leanne Ruo Lan

Reports to: Business Principal

Responsible for comprehensive administrative and financial support, including:

• Client Document Management: Collating, preparing (using templates and Foxit PDF/PDFDocs), and securing client financial documents (reports, tax returns) for electronic signing, and tracking completions.
• Taxation & ATO Liaison: Drafting and dispatching tax correspondence; direct liaison with ATO for information, portal updates, and resolving procedural queries. Performing ATO lodgements and reviewing/interpreting ATO correspondence. Advocating for clients on unfavourable decisions as well as guiding clients through ABN, GST, and TFN registrations/deregistration.
• Company Secretarial & Compliance: Managing structure diagrams for High Net Worth client group(s), providing company secretarial services (annual reviews, ASIC forms via NowInfinity), and assist clients with dividend statements and share transfer.
• Workflow & Reporting: Maintaining WIP ledger, managing workflows, and preparing regular business reports/summaries.
• Principal Support: Managing the Business Principal’s diary, coordinating meetings, and providing ad-hoc support (fee prep, business planning, special projects).
• Office Administration & IT Coordination: Assisting with office procedures, serving as IT liaison, coordinating IT support, and basic troubleshooting.
• Client Engagement & Marketing: Collaborating on digital presence (website, social media) and client communications (newsletters, market updates).
• SMSF Audit Coordination: Liaising with external auditors for SMSF compliance.
• Database & Client On/Offboarding: Maintaining client databases, managing onboarding (engagement/ethical letters), and offboarding/archiving.
• Accounts & Payments: Processing debtor transactions, generating invoices, maintaining petty cash, and processing reimbursements.

Reports to: Executive Chairman

• Manage the office of the Chief Financial Officer (CFO)/Company Secretary.
• Board and Sub-Committee Administration – Preparation of agendas, attend meeting to take minutes, compile action trackers and drafting of ad-hoc documents including drafting policies and general correspondence.
• Stakeholder engagement with the Board of Directors, Management and other external and internal stakeholders.
• Reconcile the monthly expenses for the CFO Oversee the appropriate use of the corporate credit card and ensure expenses are coded correctly and consistent with company policy.
• Developed monthly, quarterly and annual profit and loss statements and balance sheets.

• Provided academic mentoring to undergraduate and postgraduate students, including curriculum support, regular consultations, and strategy development to enhance academic progress. Represented MBA students on the SSCC, raising program issues and contributing to improvements in the student experience. Gained strong leadership, communication, and stakeholder engagement skills through collaboration with staff and peers, supported by formal RMIT LEAD training.
  

• Delivered high-quality support by managing tasks independently, demonstrating strong initiative, adaptability, and time management in a dynamic corporate environment.
• Built effective working relationships with internal teams and external stakeholders, contributing to a collaborative and professional workplace.