Administration

Position Title: Practice Administrator

Key Responsibilities:

Manage the client portal in Nimbus, including uploading/downloading documents, assisting clients with portal use, and following up document approvals within required timeframes.

Prepare annual trust distribution minutes.

Manage ATO lodgements and reporting.

Liaise with the ATO as required and manage related documentation through SmartDocs.

Maintain and update client database in MPM, including setting up new clients and processing changes to client details.

Review and manage WIP (work in progress), assist with preparation of invoices, and process write-offs.

Manage debtors, including receipting and preparation of debtor reports.

Provide administrative support to the superannuation division, ensuring compliance with documentation and deadlines.

Collaborate with the other Practice Administrator to support smooth day-to-day office operations.

Manage document filing and storage through the Nimbus system.

Oversee SmartDocs for efficient handling of client tax documentation.

What you’ll do:

Manage client portals in Nimbus and assist clients with document access.

Prepare trust distribution minutes and assist with ATO lodgements.

Maintain client data in MPM and support invoicing, WIP, and debtor management.

Provide admin support to the superannuation division.

Work closely with our other administrator to keep the practice running smoothly.

What you’ll bring:

Previous admin experience in an accounting or professional services firm.

Strong organisation and time management skills.

Experience with MPM, Nimbus, SmartDocs (or similar systems).

Clear communication, accuracy, and initiative.