Executive Assistant - Melbourne, Australia - Nexia Australia And New Zealand

Nexia Australia And New Zealand

Verified Company

Melbourne, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Executive Assistant / Client Service Coordinator

08th April, 2024

We are seeking a proactive and experienced Executive Assistant / Client Service Coordinator to join our team in Caulfield.
If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you

As a CSC/EA you will be supporting our Business Advisory team and Partners.

You will be responsible for providing EA support to our Partners, managing client communication and files, preparing correspondence and other administrative tasks.

Key responsibilities:

Support our Business Advisory Partners in an EA capacity;
Support financial metrics e.g. PIQ Reports, invoicing
Create and maintain client files;
Communicating directly with clients to address queries;
Administrative and operational support to our Business Advisory team;
Accurate administration of clientrelated files and document management;
Fee posting and billing for Partners;
Preparation of engagement letters, proposals and reports;
Administering the ATO and ASIC portal; lodgements, attending ATO queries and ATO mail management
Prepare meeting/boardrooms agendas, room set up and taking meeting minutes;
Reception relief as required.

About you:

Experience in a similar Client Service Coordinator, Personal Assistant or Executive Assistant role, ideally within professional services (accounting, legal).
Experience with electronic document management systems (i.e. FYI Docs),
APS and Now Infinity is beneficial;
Advanced Microsoft Office skills, including Word, Excel and PowerPoint:
Strong attention to detail.
Excellent IT literacy.
Strong written and verbal communication skills.
Driven and selfmotivated.
Ability to work as a team player, and autonomously as required.

About Nexia Melbourne

At Nexia Melbourne our purpose is to connect people with their true potential, by giving them the insight, advice and support they need to navigate to success - this role will be invaluable in helping us service our diverse client portfolio and help them meet their regulatory goals.

We provide a full-service solution to a diverse range of clients from large corporate organisations to privately-owned businesses as well as high net worth individuals.

Our Services include Audit and Assurance; Corporate Advisory; Business Advisory; Taxation Consulting; Superannuation and Financial Planning. We have two offices across Melbourne (CBD and Caulfield) with a total of 90 professional and support staff.

Our Perks include: