About the business

Equinox is an Accounting and Financial Planning business based in Subiaco. We are a small team of highly dedicated people working together to create great financial futures for our clients.

About the role

We are seeking a highly motivated and organised receptionist to manage all duties of the front desk. As the first point of contact you will be the face of the business ensuring that all clients are greeted upon arrival. You will be responsible for communicating information to all staff including our accountants and financial planners.

Our client base is diverse, and we seek to build long-term relationships with our clients and this role is ideally suited to someone who loves people and processes. The successful applicant will have prior experience in a receptionist role. As we are a small team this role is diverse and fast paced. We require someone who is willing to learn and adapt as we continually improve our systems and processes

This position is full-time time Monday – Friday, 8:30am-4:30pm

Responsibilities

Answer incoming calls

Meet and greet clients

Tea and coffee for clients

Billing and following up debtors

Banking and processing credit card payments

Handling incoming and outgoing mail

Coordinating and booking client appointments

Client record management

Communicating client ATO correspondence

BAS and income tax return lodgements

Scanning, photocopying, collating and binding documents

Stationery and amenity orders

Organising couriers

Ad hoc duties

Skills and experience

Intermediate Microsoft Office skills (Word, Excel, PowerPoint and Outlook)

Excellent verbal and written communication skills

Strong organisational skills

Able to meet deadlines

Attention to detail

1 year previous experience in a similar role desirable