Bookkeeping, Admin, Marketing & Compliance

June 27, 2026

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Virtual Assistant — Bookkeeping, Admin, Marketing & Compliance Role Overview This is a part-time Virtual Assistant role supporting a business owner across bookkeeping, financial administration, compliance, marketing, and general operations. The VA works independently on a recurring schedule, using a suite of cloud-based tools to keep the business running smoothly — from reconciling transactions in Xero to scheduling LinkedIn content and managing inboxes. Paid Trial (10 Hours) During the initial paid trial, the successful candidate will be expected to complete a series of tasks. AI Usage Question As part of your introduction video (or as a written response), please also answer: How do you currently use AI tools in your work? Please give a specific example of a task you have used AI for, and describe how it improved your output or efficiency. Note: There is no wrong answer. We use AI actively in this role and want to understand your comfort level and approach. Ongoing Responsibilities <ol style="margin-top:0cm" start="1" type="1"><li style="">Bookkeeping & Payroll (Xero) </li></ol>Transaction Management <ul style="margin-top:0cm"><li style="">Perform regular reconciliations of all business transactions in Xero </li><li style="">Raise, update, and track invoices (including invoices for clients such as YVW) </li><li style="">Create, classify, and manage bills, including repeating bills and auto-renewals </li><li style="">Reclassify marketing, contractor, and other miscategorised expenses </li><li style="">Maintain Fixed Asset Register and update as required </li><li style="">Set up and manage purchases in Xero </li></ul> Payroll & Superannuation <ul style="margin-top:0cm"><li style="">Process and post pay runs on schedule </li><li style="">Prepare and maintain payslip folders and payslip activity spreadsheets </li><li style="">Reconcile and process superannuation contributions (quarterly SGC) </li><li style="">Confirm and pay superannuation payments via Xero </li></ul> Cash Flow & Financial Reporting <ul style="margin-top:0cm"><li style="">Prepare and maintain cash flow projections (monthly and annual) </li><li style="">Compile income and expense summaries </li><li style="">Assist with financial projections and income forecasting </li><li style="">Track and tally rental income and property expenses </li></ul> <ol style="margin-top:0cm" start="1" type="1"><li style="">Compliance & Tax </li></ol><ul style="margin-top:0cm"><li style="">Prepare and lodge BAS documentation, including workpapers and journal entry review </li><li style="">Coordinate with external accountant via email on tax matters </li><li style="">Manage Fringe Benefits Tax (FBT) requirements — review, preparation, exempt vehicle declarations </li><li style="">Create and maintain playbooks for FBT, SGC, and BAS processes </li><li style="">Monitor and follow up on ASIC renewal, insurance, and Worksafe obligations </li><li style="">Set up BAS payment plans and process ATO bill payments </li><li style="">Prepare remuneration certifications and compliance documentation </li></ul> <ol style="margin-top:0cm" start="1" type="1"><li style="">Administrative Support </li></ol> Inbox & Communication Management <ul style="margin-top:0cm"><li style="">Daily inbox sweep, email labelling, and folder creation across Outlook and other platforms </li><li style="">Follow up on outstanding emails, forward correspondence, and respond on behalf of the client </li><li style="">Manage reminders and create Slack notifications from email actions </li></ul> Document & File Management <ul style="margin-top:0cm"><li style="">Upload and organise documents across Google Drive, OneDrive, and SharePoint </li><li style="">Create and maintain folder structures for projects, invoices, pay advice, and insurance </li><li style="">File BAS workpapers, payslips, superannuation documents, and ownership statements </li><li style="">Update and maintain passwords in 1Password </li></ul> Task & Project Coordination <ul style="margin-top:0cm"><li style="">Maintain task dashboard (Notion) with bills, due dates, reminders, and checklists </li><li style="">Create and update playbooks for recurring admin processes </li><li style="">Prepare meeting agendas, take notes, and distribute summaries </li><li style="">Pay utility, electricity, and other recurring bills on schedule </li></ul> <ol style="margin-top:0cm" start="1" type="1"><li style="">Property Management Support </li></ol><ul style="margin-top:0cm"><li style="">Maintain rental property transaction and expense tracking spreadsheet </li><li style="">Compile monthly rental income and expense tallies </li><li style="">File ownership statements and property-related documents </li><li style="">Handle correspondence related to the property and liaise with relevant parties </li><li style="">Organise and maintain property document folders </li></ul> <ol style="margin-top:0cm" start="1" type="1"><li style="">Marketing & Social Media </li></ol> Content Creation & Scheduling <ul style="margin-top:0cm"><li style="">Develop monthly content plans and create written social media posts </li><li style="">Design and edit marketing assets using Canva </li><li style="">Schedule and publish posts to LinkedIn and Facebook </li><li style="">Manage and update Notion-based content tracker and social media calendar </li><li style="">Fill metadata for scheduled posts and maintain content library </li></ul> Brand & Digital Presence <ul style="margin-top:0cm"><li style="">Conduct competitor research and brand audits </li><li style="">Develop user personas and marketing strategy documentation </li><li style="">Write and refine bio, about page, and speaker profile copy </li><li style="">Create and maintain accounts on Linktree, Canva, and Facebook </li><li style="">Review and update website copy and create mockups in Canva </li></ul> Business Development & Speaking Engagements <ul style="margin-top:0cm"><li style="">Research and identify relevant speaking engagement opportunities and conferences </li><li style="">Create Notion pages to track events and maintain a pipeline of opportunities </li><li style="">Prepare cold outreach kits and speaker profiles </li><li style="">Support lead generation activities </li></ul> <ol style="margin-top:0cm" start="1" type="1"><li style="">Sales Support </li></ol><ul style="margin-top:0cm"><li style="">Prepare PowerPoint presentations and supporting documents for client proposals </li><li style="">Assist with pitch deck creation and document formatting </li></ul> Tools & Platforms <ul style="margin-top:0cm"><li style="">Accounting: Xero </li><li style="">File Storage: Google Drive, OneDrive, SharePoint </li><li style="">Project Management & Notes: Notion </li><li style="">Email: Outlook </li><li style="">Password Management: 1Password </li><li style="">Design: Canva </li><li style="">Social Media: LinkedIn, Facebook </li><li style="">Communication: Slack </li><li style="">Other: 1Password, Linktree, Meta Business Suite </li></ul> <div> </div>

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