Virtual Assistant – Accounting firm

We are looking for a virtual assistant to join our tight knit Australian accounting firm. You must have experience working for an accounting firm or other professional services firm. We will only review applications sent with a video answering the following questions:

1. Critical thinking question: Let’s say you have been assigned multiple tasks with varying deadlines, and you realise that it’s impossible to complete all of them on time without compromising the quality of your work. How would you approach this situation, and what factors would you consider in prioritising the tasks? Explain your thought process and any steps you would take to address the situation professionally and effectively.

2. What do you like to do for fun on the weekends that is not related to work?

3. What are three softwares you have used and how have they increased your efficiency?

Please also send your resume.

Purpose: To eliminate confusion in numbers and help founders grow businesses they love.

Core Values:
Client Obsession
Embrace Challenges with Enthusiasm
Integrity without Compromise
Give a Shit
Communicate early and often

Brand Promises:
24 Hour Response Time
Future Looking
No Accountanese

The following is the Position Description and Requirements for the position of:

Captain of Multitasking

Please read each point carefully. Consider what areas are your strengths and weaknesses and be aware that this document will be reviewed after one first month, after three months and half yearly ongoing.

The person who is the Captain of Multitasking will be required to:

• Ensure that all our clients, guests and anyone who encounters, or visits our location is given a professional and warm experience.
• Ensuring that the operation of the business is always run smoothly. To do this, you must be absolutely organised to ensure that admin procedures are kept up to date.
• You have superb communication skills; you can effectively communicate with team players, clients, and guests in a friendly, bubbly manner.
• People Relations/Customer Service comprising of 40%, Administration 60%
• Being present during business hours.
? This position is reportable to the Head of Community
? Training Support will be provided by the CEO, the Head of Community and the Senior Client Manager

General
1. Thoroughly understand the procedures, always following the most up-to-date systems.
2. Uphold the Propeller core values i.e. Communicate early and often means responding to all calls/email’s same day.
3. You are passionate about Propeller Advisory and live and breathe the philosophy and culture.
4. Follow, update and complete checklists. Please update as you go and have everything finalized by the end of each day.
5. Use the CRM database and keep up to date as you go. The data is live and is relied upon by all team players. Every bit of information is collected and used for a reason.
6. Learn, understand and be able to explain the Propeller services, courses, programs, philosophies, and procedures.
7. Attend daily, weekly, and monthly team meetings/training and quarterly team training sessions.
8. Act on and implement any system changes immediately.
9. Know, understand, and fulfill on the requirements in the Propeller Team Player Handbook (coming soon!).
10. Use your superb communication skills to effectively communicate with team players and clients/guests in a friendly, bubbly manner. Look for opportunities to obtain feedback, to constantly improve the Propeller experience.
11. Read this position description monthly to constantly remind yourself of your requirements.
12. When learning something new, record it and prepare a written procedure document to be reviewed by the SEO / Head of Community and input in to Karbon
13. Ensure our database is kept current in all areas – Karbon, XPM, Now Infinity, ATO

People Relations
1. Be available before three rings to greet all guests. Ensure they feel welcome and receive a professional and positive experience. Smile and use their name when you are chatting with them.
2. Be available to take all incoming calls and emails. Follow the 5 Star phone procedure: Answer after three rings in a smiley, friendly manner using agreed script (coming soon!) and record all details of calls and emails in the CRM (Karbon).
3. Ensure the phone message bank is checked regularly and callers are phoned back the same day to acknowledge their call was received and has been actioned. Forward messages onto team players asap. Any urgent messages are to be handled asap.
4. Communicate with clients so that they feel special and important. Ask about them and treat them as you would a friend.
5. Know how the referral system works and ensure details are kept up to date on the CRM and other systems.
6. Provide suggestions or comments you have received from clients that would make Propeller an even greater experience.

Perks:
– Work from home
– Birthday leave
– Paid health insurance after one year of service
– Yearly team retreats
– Quarterly team dinners / celebrations
– 20 days leave