Administration Assistant

Baker Advice Group is seeking an Administrative Assistant to join our friendly team and continue to provide a high quality service to our clients. 

The Baker Accounting team partners with clients to provide a range of Financial Services including Tax Planning & Accounting, and Business Advisory & Planning. Providing clients with a full suite of Accountants, Financial Advisers, Marketing & Branding experts, and Mortgage Brokers. Baker Advice Group ensures that whatever our clients are trying to achieve, we strive to get them there by aligning our expertise with a deep understanding of our clients and their goals. 

The Administration Assistant will play a vital role in assisting the Accountants, while working collaboratively with the established Administration team in supporting the day to day functions that contribute to the smooth operation of the business. 

Key Responsibilities:

• Client & Referral Partner Communication: Interact with existing and prospective clients to address enquiries, provide information, and ensure a high quality, positive client experience. Additionally, maintain and build upon relationships with local referral partners such as Financial Advisers, Mortgage Brokers, and other external service providers. 
• Data Entry and Record-keeping: Input financial data into accounting software, ensuring accuracy and completeness of records.
• Document Management: Organise and maintain electronic and physical files, ensuring proper documentation and compliance with record-keeping standards.
• Invoicing and Billing Assistance: Assist in the preparation and distribution of client invoices, as well as addressing billing enquiries.
• General Administrative Tasks: Perform various administrative duties, including but not limited to filing, photocopying, and managing office supplies and cleaning. 

The ideal candidate will be able to demonstrate the following skills:

• Demonstrate strength in working within compliance and regulatory frameworks. 
• Well developed communicational skills. 
• The ability to manage your time effectively to complete tasks to a high standard with attention to detail, and in a timely manner. 
• A proactive nature and solutions focused mindset. 
• Demonstrates a commitment to continuous personal and professional development. 
• Ability to work as part of a cohesive team, as well as autonomously. 

Skills and Experience:

• Experience with accounting software and the ability to adapt to new software including but not limited to; XERO and Google Suite. 
• Experience in the financial services industry is desirable. 

This position is full-time (Monday-Friday) in our Birtinya office. 

If you are passionate about delivering exceptional client service and administrative assistance in the financial services industry, please send your resume and cover letter to *******@bakeradvice.com.au.