Jobs Team & Accounts Administrator, Insolvency (CA firm) - Exclusive Role

Location: Auckland - Auckland CBD
Work Type: Permanent Full Time
Reference: SC11697

Our client is an established smaller chartered accounting practice with international connections. Due to current dynamics in the practice, the opportunity has arisen for an experienced team administrator to join the firm. 

This is primarily an office/team administrator role with some bookkeeping responsibilities.  

Working alongside and supporting the partners and two other team members in the firm, the role can be summed up in the following three key areas of responsibilities:


Assisting the firm’s specialist team as and when required, including: 

  • Providing professional and efficient administration support to the team
  • Updating and maintaining the firm’s records with Companies Office
  • Searches of Companies Office and other registers and databases
  • Preparation of draft reports for various client assignment, creditor correspondence and standard letters
  • Monitoring assignment reports due dates and advising team members
  • Arranging advertising for various client assignments
  • Communicating with various external parties (such as banks, insurers, lawyers and creditors)
  • Preparation and monitoring of AML checklists
  • Ensure compliance with company procedures and policies.
  • General correspondence with Inland Revenue, monitor and follow up GST refunds
  • Other ad hoc team admin tasks


  • Updating and maintaining the firm’s website and social media
  • Mail processing
  • Preparation and formatting of presentations and proposals (e.g. marketing)
  • Supplier ordering (e.g. stationery)
  • Arranging travel and accommodation
  • Preparing expenses claims
  • Updating and maintaining practice templates and operational manuals
  • Liaising with IT, phone and other service providers
  • Floor Warden – 6 monthly building evacuation
  • Communication with external bookkeeper for practice accounts (accounts payable and receivable).
  • Other ad hoc administration as required


  • Trust account administration and compliance, including:
  • Daily Xero reconciliation
  • Processing of receipts/payments
  • Month-end bank reconciliation
  • Enter disbursement invoices in Xero Practice Manager (XPM)
  • Monthly billing - Insolvency assignments:
  • Update Excel spreadsheet of XPM time & cost vs funds available
  • Prepare invoices, including narrations from time records

While the focus of the role is on team and office administration, general accounts experience and experience with trust accounting in the context of a professional services environment would be advantageous. although is not a strict requirement.  



  • Xero
  • Xero Practice Manager
  • Microsoft Office Suite (Word / Excel / Powerpoint)
  • Microsoft Teams
  • Adobe Acrobat Pro 

This is a busy role that will suit a confident office and accounts administrator with proven time management skills and ability to prioritise and meet deadlines. Our ideal candidate will be able to work autonomously and plan and co-ordinate workflow (and manage own workflow) efficiently. Trust accounting experience and good working knowledge of Xero are essential for this role.  

Attention to detail and ability to work under pressure are essential requirements for this role. Good understanding of the dynamics in a professional services/chartered accounting firm and ability to multitask are equally important for this role. 


Salary indication: $75,000- $95,000 per annum depending on experience. 


To register your interest in this role, please email your CV and a brief cover letter to quoting reference number sc11697. Alternatively, you can apply online by clicking on the APPLY NOW button on this page. 


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