Financial Assistant Accounting - Melbourne, Australia - Engage Personnel

Engage Personnel
Engage Personnel
Verified Company
Melbourne, Australia

1 week ago

Olivia Brown

Posted by:

Olivia Brown

beBee Recruiter
Description
Full-time, permanent opportunity

  • Engaging role with a lot of variety
  • Plenty of opportunity for development and career progression

The Company
Our client is an Accounting and Financial Planning firm based in the Melbourne CBD. They have a consultative approach and provide tailored advice to their clients across a diverse range of industries. They pride themselves on being hands-on and passionate with their clients.


The Role
They now have an opportunity for a dedicated Administrator to join their team.

You would be responsible for providing support to a team of financial planners with opportunity to also help the accounting team.

This role is perfect for somebody who is forward-thinking and is eager for some variety in their next role.


Your key responsibilities will include:


  • Assisting clients with queries they may have
  • Scheduling meetings
  • Drafting letters
  • Scanning and electronic filing
  • Preparing documents for any meetings
  • Preparing and lodgement of client documents and forms
  • Coordinating Statement of Advice documents
  • Reception relief duties
  • Processing client correspondence
  • Following up action items
  • Assisting the accounting team with general administration

About You

  • Experience working in a financial services firm is essential for this position
  • People skills, ability to build rapport with clients
  • Positive attitude
  • High attention to detail

Benefits

  • Annual salary reviews
  • Career progression opportunities
  • Training and support provided
  • Regular social events and team bonding

How to Apply

Rebecca Borgonha on

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**All communication will be strictly confidential.
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