Company

VISIS Private WealthSee more

addressAddressBrisbane, QLD
type Form of workFull time
salary Salary$60,000 - $65,000 a year
CategoryAdministrative

Job description

  • Brisbane CBD Location & close to public transport
  • Boutique Firm with expanding client base
  • Positive youthful work culture

Our Firm

VISIS is a boutique Private Wealth Firm offering Accounting and Financial Planning services to our valued clients. We offer an entirely personal approach to high net worth individuals and business owners.

We are currently seeking a highly motivated, career-minded and enthusiastic Administration Assistant to join the Accounting Team.

Role

Your role will be to support the team across a wide variety of client service areas assisting accountants with administration, correspondence and general office duties.

In this role you will work with the accounting team in key aspects of the daily operations of the business. Duties would include:

  • Providing administrative support to the Principal and accountants with clients
  • Handling office ad-hoc duties such as answering phones, organising files and drafting letters
  • Maintaining databases and tracking important deadlines
  • Schedule meetings and arrange conference calls
  • Manage calendars via email, phone and face-to-face meetings
  • ASIC/ATO correspondence and compliance
  • Liaising with Financial Advice Teams
  • Communications with clients

Key Attributes

The Successful candidate must possess the following:

  • Strong Microsoft Excel and Word skills
  • Exceptional written and verbal communication skills
  • Great attention to detail
  • Technologically savvy with any database experience being highly regarded
  • Demonstrated history of following systems and being very process-oriented
  • Superb telephone manner
  • Ability to multi-task and adhere to deadlines
  • Professional presentation

We give to you

  • Friendly and supportive team
  • Vibrant professional culture
  • Opportunity to learn and develop your career
  • Work-study-life balance
  • Hours flexible to suit University Study

Please send through your Current CV and Covering letter to Wendy Smith

******@visis.com.au

Refer code: 1251272. VISIS Private Wealth - The previous day - 2024-01-03 06:13

VISIS Private Wealth

Brisbane, QLD
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