Becks Taylor

I am out at the front desk and some of my duties here are as follows,

-Meet and greet clients and book appointments.

-Answer the phone and take eftpos payments.

-Collate GST lists and file tax returns.

-Chase clients for bad debtors and financial statements, tax returns and outstanding documentation.

-Create new client files and new client set ups on computer systems.

-Create and send out newsletters.

-Save invoices in Xero for clients.

Send letters to clients and liaise with other accountants and law firms.

-Collate, update and save client company and trust information in connect works database.

-Facilitate AML private information and documents from clients.

-To assist in anyway I can to keep the smooth running of the office helping staff and clients to be happy!

• Directed incoming calls to internal personnel and departments, routing to best-qualified department.
• Answered incoming calls on high-volume, multi-line phone switchboard and pleasantly transferred callers to appropriate personnel.
• Ordered and arranged Christmas presents for staff and partners.
• Arranged and prepared tea and coffee for all meetings always making sure all clients were well catered for and happy.
• Booked and ordered all catering for lunches and after work client meetings including wine orders, along with setting up tables and laying out glassware, setting up boardrooms etc.
• Welcomed all clients with friendly greeting, answered general questions, gathered nature of visit and directed to specific areas.
• Kept reception area clean and neat to give visitors positive first impression.
• Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
• Managed inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
• Organized and scheduled office meetings as well as client appointments for a large team of professionals, effectively accommodating hectic agendas.

• Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
• Coordinated travel accommodations for staff and out-of-town visitors, including agendas and transportation.
• Directed incoming calls to internal personnel and departments, routing to best-qualified department.
• Greeted daily visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
• Identified visitors' needs to offer solutions and information.
• Managed the firms Trust account which held large amounts of money for clients.
• Answered incoming calls daily and schedule appointments.
• Provided clerical support to the firm, employees by copying, faxing and filing documents.