CG10884/03-3921601

  • Established accounting firm with over 40 years in the industry.
  • Relaxed, quiet working environment, no high pressure.
  • Part time – 4 days 

About the Employer
Our client has been established 40 years as a professional accounting practice. Their focus in Australia is committed to providing a comprehensive range of practical Business advisory accounting, tax and audit services for their clients in today’s economic environment.
  
About the Role:
This role is an essential part of the organisation making it run smoothly throughout the day by providing secretarial, administrative and reception support. The individual will have excellent communication and interpersonal skills. They will be organised, reliable and have a mature attitude with a strong attention to details.
  
Benefits:

  • Established Accounting practice – 40 years.
  • Long-term employee retention.
  • Part time position – 4 days.
  • Close to Wynyard train station.  

Duties:

  • Responding to incoming phone, email or in-person queries.
  • Provide administrative support, including organising meetings and appointments, maintaining filing systems, managing office supplies and data entry.
  • Prepare and edit correspondence, reports, presentations and confidential correspondence.
  • Performs reception duties as required. 

Skills and Experience:

  • + 5 years administration and office support.
  • Accounting office experience would bonus.
  • Accurate typing skills.
  • Excellent communication and phone manner.
  • Attention to detail.
  • Ability to work small team and get on with others.

Please note only candidates that meet our client’s selection criteria will be contacted.
  
Job ID: CG10884/03

VP10844/02-3916778

  • Fast paced environment 
  • Training and support
  • Opportunity to progress to management role

About the Employer
  
My client is a boutique Chartered Accounting Practice & includes a strong Financial Planning division. The firm as been established for over 22 years on the city fringe near Melbourne University with 21 staff, 4 working offshore.   
  
Their team is passionate about being the very best in everything they do and motivating clients to achieve their lifetime financial goals. This is demonstrated by various awards won over past years, the latest this year, being Practice of the Year Award for our Financial Planning Division.

About the Role
  
This is an exciting opportunity for you to join our growing Chartered Accounting & Financial Planning firm. The role will allow you to have great ownership over your tasks & great pride in knowing you are assisting in underpinning the entire professional team. You will work closely with our existing administration team to achieve this. We have great pride in the Company & our work & are looking for someone who shares the same values.
  
Benefits:

  • Award winning practice
  • Generous remuneration
  • Opportunity for Career Progression
  • Work predominately with high net worth clients

Duties:

  • Liaise with clients and third parties via phone and email to ensure all Client Queries are Completed by following up
  • Manage daily administrative duties for the team including, scanning, printing, filing, sorting mail and answering phones.
  • Assist with collecting, implementing, and following up on insurance applications
  • Ordering stationary, supplies, maintain order in the office/kitchen.
  • Supporting Advisors and Paraplanners where required

Skills and Experience:
  
To be successful in this role…

You will have:

  • A passion for client services and positive attitude to work
  • Highly organised approach to tasks and an ability to manage your time well
  • Expertise in the production of documents, spreadsheets, presentations, and mail merges
  • Excellent relationship management and administrative skills to assist our clients with various requests
  • An ability to think outside the square and constantly looks for better ways of doing things
  • A high level of energy and motivated to achieve growth and meet deadlines
  • A Professional Presentation with a motivated & ‘can do’ attitude essential
  • Attention to detail and accuracy – this is a must for the sophistication of our client base
  • Excellent communication skills, both written and verbal
  • A confident, yet friendly & mature manner
  • Ability to prioritise and work under pressure
  • Ability to work in a team environment and oversee our support team offshore

Please note only candidates that meet our client’s selection criteria will be contacted.