AddressAbout SW Accountants & Advisors
SW Accountants & Advisors (SW) is Australia’s best kept accounting secret. We are a leading advisory and accounting firm with an 85-year history in Australia. Operating in Melbourne, Sydney, Brisbane, and Perth, we have over 400 people and 40 Partners nationally. SW provide a full range of audit, business advisory, corporate finance, tax, private clients, and wealth management solutions. We are proud to be ranked as the 22nd largest firm by revenue in the 2022 AFR Top 100 Accounting Firms and the 10th largest national practice in Australia.
Own it, Love your work, Share the load, Embrace the ride, Open doors. Our values are at the very heart of our firm and guide the way we interact within our firm’s teams, with our clients, and the way we interact and engage with you.
About the role
We are seeking an Executive Assistant to provide a high level of executive administration support, within our Business and Private Client Advisory division.
Key Responsibilities:
- Act as a key contact for allocated Partners
- Manage Partners diaries, including room bookings and scheduling internal and external meetings
- Organise travel and accommodation for Partners and staff for all client, conference and business matters
- Organise Partners client lunches, divisional lunches and internal business events
- Monitor and enter Partners timesheets on a daily basis
- Draft and finalise invoices for clients
- Maintain, update and draft company secretarial documents, ASIC forms, minutes and resolutions
- Update Partner whereabouts on Mxie
- Liaise with clients and stakeholders, screen calls, make appointments, and redirect Partner calls
- Manage Partner emails
- Draft, format and finalise correspondence and reports
- Review and edit complex documents including spreadsheets and PowerPoint presentations
- Complete end of month and progressive billing in AX
- Settle monthly credit card statement expenses reconciliation
- Setup new client files
- Manage Partner contacts (AX, Excel, Outlook)
- Copy typing for Partners, including minutes and meeting notes
- Dictations for Partners as required
- Distribute Partner mail and daily newspapers
- Complete attendance and agenda distribution and minute taking for meetings
- Maintain Partner’s client filing and archiving
- Manage stationary orders and office maintenance requests
- Coordinate new starter desk and stationary set up within the Division for all new employees
- Assist with updating the intranet with Division profiles and updating links
- Assist with administrative duties for the Division
- Ad hoc cover for other Divisional support staff and back up support to Reception as needed
- Update layout and format of proposals and presentation documents within brand guidelines
Key Skills and Experience:
- Prior experience in a professional services environment
- Accurate typing skills at 60+ words per minute
- Strong computer literacy including Microsoft Word, PowerPoint, Excel, Outlook
- Confident in communicating and writing skills with strong attention to detail
- Willingness to learn new skills
- Good organisational and time management skills
- Ability to work under pressure and to meet deadlines
- Professional presentation
- Strong client focus and understanding of client needs
- Excellent interpersonal skills and ability to deal effectively with a wide range of personalities
- Ability to think quickly on their feet
Best Kept Secrets of SW:
- Progressive firm, with excellent career opportunities
- Flexible working environment
- 2 additional AL days per year
- 18 weeks paid parental leave for primary carers and 3 weeks for non-primary
- Paid volunteer leave
- Refer to client and refer a friend bonus scheme
- Employee Assistance Program and Wellness perks
- $1000 towards home office setup
- Social Club
- Tailored Learning and Development Program
- Paid Course/study leave
- 1 paid professional membership per year
- Lunch provided 2 days per week
Apply today
Create your own individual story and become a part of ours. If this sounds like the opportunity for you, click ‘Apply now’.
