Join one of New Zealand’s specialists in accounting and tax for small to medium sized businesses, trusts, property investors and individuals. Their focus is to provide friendly, efficient and personalised service in an environment where both clients and employees feel valued
You will be the first point of contact for clients, managing Anti-Money Laundering (AML) requirements and maintaining the Xero practice management system. You will be joining a positive team culture and a stimulating working environment with people who are passionate about what they do
Welcome clients as they arrive at the office and manage incoming phone calls
Liaise directly with clients and build relationships
Help with the on-boarding of new clients and maintain the contact lists
Xero Practice Management - ensuring client records are kept up to date within system
Ensure AML checks are conducted for all new and existing clients
Keeping all AML documentation current and saved
Manage the deliveries and office supplies
General office administration across the office and undertake other tasks when required
A positive and enthusiastic attitude
A proven track record of delivering in an administrator role
Strong customer service focus, the desire to build relationships and listen to clients
Ability to work across the business with a diverse range of people
Ability to manage workload and prioritise accordingly
Organised, with a strong attention to detail and a proactive approach
Has the ability to be discrete when handling sensitive information
Demonstrated experience using Xero and AML
Good eye for processes & tech savvy
Join a team that values you and your individual needs with a competitive remuneration package and a relaxed team culture. You will become part of a challenging and fun working environment with team activities and Friday lunches
Robert Walters endeavours to review all applications in a maximum of five working days. If you have not received correspondence in this timeframe please do not hesitate to contact Grainne McQuaid on 04 471 9740.
Applicants for this position should have NZ residency or a valid NZ work visa.
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