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SalaryMGD is a boutique financial services firm with a portfolio of specialist advice services. Based in South Brisbane in architecturally designed offices, we specialise in providing complete financial advisory solutions to our quality private clients across Australia.
To learn more about us, visit www.mgdwealth.com.au and www.mgdprivate.com.au.
The Role
Due to the expansion of our taxation and accounting services arm of the firm, MGD Tax, we are seeking a highly productive and capable individual who will play an integral part within one of our Tax Advisory teams. The Administration Assistant will be responsible for providing quality service to clients and a high level of administration support to the Directors, Client Managers, Family Office Manager, and all professional staff.
Key Responsibilities
This role primarily supports the Family Office Manager with the following:
- Basic bookkeeping tasks
- Client database management
- Lodging income tax returns, activity statements, and other ATO documents
- Preparing and collating client documentation and correspondence including but not limited to PAYG letters, ATO correspondence, and financial packages
- Verbal and written communication with clients and third parties
- Scanning and filing client work
- Assisting with Directorship and invoicing administration
- Providing administration assistance for MGD Private clients
- Project work, as requested
- A high level of attention to detail and accuracy
- Strong organisational skills
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Excellent communication and interpersonal skills
- Previous administrative experience is a plus but not required
- Excellent time management skills and the ability to prioritise tasks and work to deadlines
- Ability to work well in a team environment
Our firm’s culture is professional, collegial, and social. We are focused, productive, high-performance, and dedicated to the objective of making an ongoing difference to the lives of our clients. We have broad and deep capabilities across the firm, and this affords our people an opportunity to learn and grow through the expertise of financial professionals across multiple disciplines and specialities.
MGD provides a range of employee benefits, including but not limited to:
- A competitive remuneration
- Structured training and development opportunities
- MGD-funded Group Salary Continuance (GSC) for eligible employees (after 12 months of service) offering complimentary income protection insurance
- Access to our default employer superannuation fund with MGD-funded Life and Total and Permanent Disablement (TPD) cover
- A commitment to a diverse and inclusive workplace
- Ongoing and open communication within and across the firm
- Regular social events ensuring opportunity for relationships to develop across the firm
- An engaging and merit-based culture
- Opportunities to engage in charitable, community, and philanthropic causes
To Apply
If you believe you have the skills and commitment required for this opportunity, please submit your cover letter and resume by clicking “Apply”.
For further information, please contact Mrs Jenny Wood at jwood@mgdwealth.com.au or visit www.mgdwealth.com.au or www.mgdprivate.com.au.
Before applying, please note:
- Only applicants shortlisted for an interview will be contacted
- All applicants must be Australian Citizens or hold a current valid Australian Work Visa
- MGD is an equal opportunity employer
