Teams at 5 ELK

Supports bookkeeping and administrative operations by processing accounts payable and receivable, reconciling bank and credit card accounts, preparing payroll and compliance reports, maintaining Xero records, assisting with tax returns and client onboarding, managing correspondence, preparing invoices and engagement documents, organizing compliance files, and supporting accountants with corporate secretarial and ad hoc tasks.

Processes payroll and leave data, reconciles bank and credit card transactions, supports accounts payable, maintains supplier and expense records, and manages fleet, fuel, toll, registration, and compliance administration. The role requires accurate data entry, document filing, approval follow-up, and daily use of Xero, Excel, Outlook, and Teams. It excludes financial analysis, forecasting, payment approval, BAS/PAYG, and accounts receivable responsibilities.

Provides administrative support for general insurance accounts by managing compliance documents, policy records, renewals, premiums, endorsements, claims, shared mailboxes, filing, and task tracking. Coordinates with advisors, insurers, and clients, follows up on outstanding items, maintains accurate documentation, and escalates complex issues while supporting a consistent client experience.