Client Support Lead (Bookkeeping Focus)

Strictly Savvy Limited; Upper Hutt; Hybrid; NZD 65,000 - 95,000; Full time

Benefits offered by this job

Bonus scheme

Health insurance

Airbnb Ohakune access

Learning and development with AI/auto‑

Collaborative team

Hybrid work model

Job summary

Strictly Savvy Limited is seeking a proactive virtual assistant/bookkeeper to support multiple clients from home and in-office roles in Upper Hutt. You’ll streamline admin, invoicing, calendar management, and client communications while learning AI tools to automate repetitive tasks.

The role blends bookkeeping with admin duties, requires strong communication, and offers hybrid work with some in-office days. Interest in automation and AI is a plus.

Qualifications

• Experience as a bookkeeper with Xero familiarity; payroll experience is an advantage.
• Ability to switch tasks efficiently; role includes admin duties beyond bookkeeping.
• Tech-savvy and comfortable learning new tools.
• Excellent communication skills (Zoom, phone).
• Interest in AI and automation; willing to learn on the job.

Responsibilities

• Act as virtual bookkeeper and admin support for clients (invoicing, bills, calendar management, inbox wrangling).
• Build strong relationships with clients and serve as their trusted first contact.
• Delegate work across the team and monitor progress.
• Learn and use automation and AI tools to reduce repetitive tasks for clients.

Skills

Bookkeeping

Automation

AI interest

Tech confidence

Excellent communication

Multi-tasking

Tools

Xero

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Strictly Savvy Limited – Upper Hutt, North Island

If you thrive on variety, love making people's lives easier, and get genuinely excited about finding smarter ways to get things done, keep reading.

What You’ll Actually Be Doing:

You’ll be the go-to person for multiple clients from small business owners, to tradies, coaches and solo operators who are brilliant at what they do, but are drowning in the admin that comes with running a business.

Your job isn’t just to do the work. It’s to figure out the smartest way to get it done.

That means proactively getting work off clients, delegating what you can to our wider team, and automating what doesn’t need a human touching it at all. You would only complete the work that’s left after all of that.

You don’t need to come in knowing how to build automations, but you do need to be genuinely curious, willing to learn, and ready to use those skills once you have them.

You’re not just working through a to-do list, you’re constantly asking "should I be doing this, or can someone (or something) else?" It takes a bit of getting used to, but once it clicks, it changes how you work for good.

Day to Day, You’ll Be:

Acting as a virtual bookkeeper and admin support for clients (invoicing, managing bills, to calendar management, inbox wrangling, general "make life easier" stuff)

Building real relationships with clients and being their trusted first point of contact

Delegating work across our team and staying across what’s happening with it

Learning and using automation and AI tools to reduce repetitive work for clients

You'll Fit Right In If You Have:

Experience as a bookkeeper and using Xero. Bookkeeping is a big part of what our clients need, so you must be familiar with Xero. Any payroll experience is an advantage too!

The ability to task-switch with efficiency. While this role will have a focus on bookkeeping, it will be varied with some admin/PA-type tasks as well

Tech confidence. We use a lot of tools, and you need to be comfortable figuring out ones new to you

Excellent communication skills (zero fear of Zoom or picking up the phone)

An interest in AI, even if you’re not experienced yet. (If you’ve already played around with tools like ChatGPT, Copilot, Gemini, or Claude, that’ll give you a head start)

An interest in learning automation (again, you don’t need experience but this will be something you learn on the job)

Location:

We’re based in Trentham, Upper Hutt. If you’re in the Hutt Valley or Wellington, you’d be in the office Tuesday to Thursday with Monday and Friday from home. If you’re somewhere else in New Zealand and you’re genuinely exeptional, we’re open to a fully remote arrangement.

What’s In It For You?

Look, we could tell you we have a fun and hardworking team, but we all know that’s what every job ad says before they lure you in and then hand you a pizza voucher once a year.

Here’s what we actually offer:

• A bonus scheme - because good work should be rewarded. When the biz wins, you share in the win.
• Health insurance - plus for any claims, we’ll pay half your excess.
• Discounted access to our founder’s Airbnb in Ohakune (yes it has a spa pool).
• Learning and development - you’ll get hands‑on experience with AI and automation and a range of other tools.
• A team that values collaboration, support, and a good laugh along the way - because problem‑solving is way easier when you’ve got smart, supportive people around you, but yeah you’ll have to put up with the occasional cringey gif in our team chat.
• Hybrid working - you’d work 3 days from our Trentham, Upper Hutt office, and a couple from home (if you’d like) in your comfiest hoodie.

A bit about us:

We’re Strictly Savvy, an award‑winning virtual assistant company helping businesses run smarter. We do everything from bookkeeping to executive assistance, automation, web design, graphic design, photography, and more. Our clients trust us to handle their chaos, and we do it with precision, skill, and a solid sense of humour.