Jodee Carter Email & Phone Number

Australia

Australia

South Perth, Western Australia, Australia

Providing administrative support to accountants & director, including dealing with the ATO, ABR & ASIC.

Greater Perth Area

Welshpool, Western Australia, Australia

Performing all aspects of accounts payable & accounts receivable from entering invoices, reconciling supplier statements, sending customers monthly statements, applying customer payments to their accounts per their remittance advice, paying invoices to suppliers by the due date, and answering customer inquiries through to bank reconciliation. Processing payroll, paying superannuation, paying PAYG weekly to ATO. Setting up procedures for tasks completed. Training & assisting staff with IT… Show more Performing all aspects of accounts payable & accounts receivable from entering invoices, reconciling supplier statements, sending customers monthly statements, applying customer payments to their accounts per their remittance advice, paying invoices to suppliers by the due date, and answering customer inquiries through to bank reconciliation. Processing payroll, paying superannuation, paying PAYG weekly to ATO. Setting up procedures for tasks completed. Training & assisting staff with IT issues, assisting IT with transferring to SharePoint/OneDrive. Collating information for OSR audit & much more as required/requested. Show less

Belmont, Western Australia, Australia

General administrative duties including assisting director with file notes and saving correspondence to document management system for the business team. Preparation and distribution of all electronic and hard copy correspondence including typing, filing and scanning. Management of client details including set up, internal maintenance of records, updating records with ATO, ASIC Connect, ABR and others. Setting up clients records for accountants to complete their tax returns and financial… Show more General administrative duties including assisting director with file notes and saving correspondence to document management system for the business team. Preparation and distribution of all electronic and hard copy correspondence including typing, filing and scanning. Management of client details including set up, internal maintenance of records, updating records with ATO, ASIC Connect, ABR and others. Setting up clients records for accountants to complete their tax returns and financial statements. Collating of tax returns, financial statements and processing for lodgement. Liaising with clients and relevant third parties on the client’s behalf (e.g. ATO, ASIC, ABR) Invoicing/billing. Dealing with ATO in requesting remission of penalties & GIC. Lodging BAS on clients behalf. Organising client workshops including booking premises, sending invitations, ordering catering, preparing PowerPoint presentation for computer and handouts. Collecting mail from offsite PO Box in the morning and posting mail in the afternoon. Applying for ABN’s, registering business names, setting up companies and trusts. Assisting other staff members in learning software including shortcuts for quicker processing across multiple offices. Set up tax estimates for accountants including data dump of figures from previous financial year and client’s accounting software. Back up Reception support including answering overflow calls, break coverage and preparing mail including using adding to our mail register. Remote working from home during lockdown and then one day per week. Show less

Office Administration, Setting up jobs, Mixing ink, Running pad and screen printing machines, Scheduling jobs.

Bibra Lakes

Perth, Australia

Using in house software (CPS, HOST & Lendnet) to validate information entered into home loan applications from lenders and brokers, Certificate of Title searches, Valuation ordering and lodging queries when required, Requesting further evidence to meet company policy,

Forrestfield

Organise transport for vehicles, salvage and machinery for all of Western Australia, Creating purchase orders, Buyers transport, Interstate transport Matching and extracting invoices (daily), Linking deductions to stock, Transferring vehicles using Dealer Online.

Welshpool

Inwards & outwards correspondence, Answering phones, Greeting visitors, Accounts receivable, Photocopying/correlating promotions, Weekly report preparation, Activating new lines, Case Deal rebate claims

Belmont, Murray Street Mall, Maddington, Corrigin, Kondinin/Hyden

Refilling/emptying and balancing Quick Change Machine, Daily balancing of Coin Swap Machine, Dealing with Armaguard weekly Coin Swap Machine clearance, Liaising with Branch Manager and Assistant Manager on daily basis, Opening/Closing accounts, Cross-selling other products, Answering phones, Ordering In cash, Shipping out cash, SAP, Dealing with customer queries, Ordering office machine upgrades, Balancing daily general accounts, Quarterly Health & Safety Audit, Monthly compliance audit… Show more Refilling/emptying and balancing Quick Change Machine, Daily balancing of Coin Swap Machine, Dealing with Armaguard weekly Coin Swap Machine clearance, Liaising with Branch Manager and Assistant Manager on daily basis, Opening/Closing accounts, Cross-selling other products, Answering phones, Ordering In cash, Shipping out cash, SAP, Dealing with customer queries, Ordering office machine upgrades, Balancing daily general accounts, Quarterly Health & Safety Audit, Monthly compliance audit, Unsecured lending accredited, Opening/Closing branch, Balancing cash daily Show less

Maddington

Answering phones, Scheduling jobs, Collecting outstanding accounts, Purchasing materials, Quoting, Collecting and posting mail, Cleaning office, Filing, Faxing documents, Expediting orders, Other as required, Payroll (MYOB)

Gosnells

Answering phones and taking detailed messages as required, Scheduling appointments and maintaining diary, Collection and posting mail, Preparing Individual Tax Returns, Preparing Sole Trader Tax Returns, Entering coded bank statements, Correlation of Tax Returns, Cleaning the office, Filing, Faxing documents, Receipting money, Preparing banking , Payroll (MYOB), Keeping computers updated, Other as required.

Certificate Iii Of Business - Medical Receptionist, Business Administration And Management, General

Certificate III of Business – Medical Receptionist and New Opportunities for Women

Education record