Administration Assistant

About Shore360

Objectives of the Role

The objective of this role is to provide administrative, client service, and compliance support to ensure the firm operates efficiently and delivers high-quality client experience.

Main Duties and Responsibilities

• Respond to client queries or direct them to the appropriate team member.
• Maintain a professional and positive client relationship and provide exceptional service.
• Maintain accurate client records within CRM/practice management systems (e.g., Xero Practice Manager & Adviser Logic)
• Ensure documents are stored and archived according to firm policy and regulatory requirements.
• Draft proposals and correct accepted jobs as required for the team
• Assist the CSC with daily tasks as required
• Project work as needed
• Monitoring job flow for clients/accountants
• Maintain adequate and accurate records and file notes
• ...