Administration & Financial Planning Assistant

Bottrell Accounting, Taxation & Financial Planning are recruiting for Administration person to join our Team in East Maitland.

The Role:-

* Working closely with the Owners, Team & Clients.

* Point of Contact for our Clients & the Partners. 

* Responding to Client Calls, Emails & Faxes.

* Scheduling Meetings & Appointments for the Director & Advisors.

* EFTPOS & Cash Handling

* Processing Financial Planning Documents & Applications.

* Processing Accounting, Tax Documents & Applications.

* Processing Documents, Mail & Emails for our clients.

* Assisting the Accounting, Tax & Financial Planning Team.

* Office purchases & ordering.

* Office & Facilities Support. 

* Using Technologies such as Advisor Logic, Xero, MYOB, Excel, Word, Outlook, Zoom & Timely.

* Time Management.

About Bottrell

We are passionate about assisting and supporting a diverse range of businesses & professions - Builders, Construction, Medical, Legal & Real Estate.

Our objective is to achieve suitable & ethical margins, personal & business growth and financial freedom.

Our Business Group Includes the following:-

* Financial Planning

* Accounting, Taxation & Advisory

* Business Coaching & Mentoring

* Business Growth Solutions

Join a team that embraces Innovation, Passion & Team work,

We require a Administration Officer or a Financial Planning Assistant to join our existing team.

Full-Time Role.

• Must be a team player.

• Strong communication, IT and time management skills.

• Friendly & Positive.  

• Must be competitive with the drive to Win!!

Role Potential

• Studying or about to commence Cert III or IV Admin or Bookkeeping or Marketing.

Whats on Offer:

•         Exceptional training and study support 

•         Social, passionate team 

•         Fast track your career and be mentored by the best