Paula Marie Itchon

Answered calls from clients, transferred them to the Partners or Accountants, and scheduled client appointments
Sent client documents to brokers, mortgage providers, and lenders, and filed tax returns with the Australian Taxation Office (ATO)
Prepared and sent invoices to clients after work was completed by the Partners or Accountants
Onboarded new clients into the system and prepared proposals for Client Service Agreements with monthly payment arrangements
Performed general administrative tasks to support the daily operations of the accounting firm

Managed Directors calendars, including scheduling virtual and in-person meetings with clients and colleagues
Booked flights, hotels, office spaces, and restaurant reservations for assigned Directors
Managed the Managing Directors timesheets and business travel expenses
Performed general administrative tasks using Microsoft Excel, Word, and PowerPoint

Answered customer calls and assisted with phone and subscription inquiries
Transferred customers to the appropriate team
Assisted customers with plan selection and account activation

Scheduled appointments and meetings
Managed emails and responded to clients and colleagues
Created eBooks and merchandise for the business
Managed social media accounts and promoted products