Bespoke secretariat services to support not for profit organisations with their membership, communications and administrative requirements.
General Administration
- Dedicated telephone, email and post facilities with on-call support for members
- Filing of business documents
- Liaison with Committees and members as required ensuring the smooth running of your organisation
- Maintenance of corporate documents and records to meet statutory and legislative requirements
- Office tasks including payment of creditors, monthly profit and loss statement generation, bank reconciliations, receipt and bank of all monies and annual budget preparation and membership management.
Membership Management
- Establish and maintain membership records in a customer relationship management (CRM) system
- Issue membership renewal notices, tax invoices, receipts, confirmations etc.
- Process new membership applications
- Receipt membership payments
- Follow up on outstanding membership subscriptions
- Membership reporting
Financial Management (*in conjunction with a bookkeeper/accountant)
- Assistance in setting and managing organisational budgets
- Accounts payable and receivable
- Monthly reconciliations and distribution of P&L statements and Balance Sheets
- Preparation, lodgement and payment of all BAS returns in accordance with ATO requirements*
- Preparation and delivery of the accounts for audit to an independent auditor*
Strategic and Executive Support
- Preparation of correspondence, submissions and position statements
- Development of policies and procedures
- Ensuring that Strategic Plan timetables and initiatives are met and fulfilled
- Board Governance, guidance and support
- Development of policies and procedures
Meeting Coordination
- Preparation and distribution of meeting notices, agendas and papers
- Attendance at meetings and minute taking
- Meeting room and travel bookings as required
- Management of proxies and voting systems if required
- Follow up of meeting outcomes/action items
Management of Conferences/Events
