Joshika Kumar Email & Phone Number

Sydney, Nsw, Au

Sydney

• Preparing engagement letters and setting up new clients• First point of contact for the clients and maintaining exceptional client relationships• Answering calls, queries, service issues etc• Mailbox management• Managing multiple engagements/clients – small to large• Preparing bills and issuing to clients• Chasing clients for bill payments• Monthly cost/bill reconciliation reports and discussing with the management team• Generating reports for the management• Data entry• Filing of documents• Assist with automation of processes and business improvements (through better use of technologies)• Liaising with the outsourced team in India, coaching and providing performance feedback• Meeting clients to discuss tax implications• Drafting individual tax returns• Preparing shadow payroll calculations• Attending to tax file number applications• Reviewing and forwarding of tax notices• Liaising with the ATO, Department of Human Services etc on various client issues• Attending internal trainings – technical and soft skills• Help manage the team workflow• Schedule meetings for the seniors, take notes and disseminate • Help organize team outings and social functions

Fiji

• Set-up new clients• Assist with reception duties• Mailbox management• Responding to client queries• Assist claims department with claims processing• Take minutes of the meetings• Data entry• Manage petty cash for the team• Preepared payment vouchers and cheques for external suppliers.• Filing of documents• Schedule client appointments• Receipting of customer premiums• Banking• Following customers for over-due premiums• Receive clients from reception and order coffee/tea etc• Help provide feedback on the current processes and suggest improvements• Help organize social functions and marketing materials for events• Order office supplies for the team

Certificate Iv In Accounting/Administration (Part Completed)

Diploma In Banking & Finance And Business Administration