Administration Assistant - Part Time

Our client is from the Financial industry and has over 20 years’ experience in providing clients with the specialised knowledge, expertise and personal care they need to grow their financial security and businesses is

We are currently seeking a Part TimeAdministration Assistant (4 or 5 days per week with reduced daily hours) to join their team in their newly renovated office located in the CBD. This is an in-office role close to public transport.

The role of Administration Assistant is an important role as it is responsible for ensuring the office functions smoothly, providing administrative support to the entire office and the provision of accounting services. This role is the first point of contact for clients and others who contact the organisation.

Responsibilities:

• Provide administrative support to the Managing Director, Client Relationship and Business Manager and the wider team as needed
• Meet and greet clients in a friendly and professional manner.
• Ensure that incoming calls and enquiries to the organisation are managed politely and in a timely manner, demonstrating excellent customer service.
• Ensure databases are accurate and up to date at all times
• Efficiently manage administrative tasks, including managing the email inbox, diary management, scheduling of regular quarterly investment meetings, stationery orders, electronic filing of documentation and scanning/photocopying, arranging beverages and running errands as requested
• Maintaining accurate client documentation and managing compliance documents in accordance with our processes.
• Managing new client onboard process
• Assist in the timely invoicing of clients and work with the team to assist on timely preparation of BAS, tax returns and any other service for the client
• Produce all required reports in a timely and accurate manner.
• Ensure the office is always presented in a professional manner aligned to the high standards of the organisation.

You will have:

• Previous experience in an Administration or similar role
• Excellent written and verbal communication skills
• Experience in the use of the Microsoft Office Suite of Products
• Advanced Microsoft excel skills highly desirable
• Experience with Xero highly desirable
• Experience with Class Software, Now Infinity, Annature and ATO Mate is desirable
• Experience working in an environment with highly confidential information

If this is the role you are looking for, we would love to hear from you.