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Form of workWe are seeking a proactive and experienced Executive Assistant / Client Service Coordinator to join our team in Caulfield.
If you excel in dynamic and fast-paced environment, are eager to learn and grow, and seek a role where your contributions are valued and recognised, then this opportunity is perfect for you!
As a CSC/EA you will be supporting our Business Advisory team and Partners. You will be responsible for providing EA support to our Partners, managing client communication and files, preparing correspondence and other administrative tasks.
Key responsibilities :
- Support our Business Advisory Partners in an EA capacity;
- Support financial metrics e.g. PIQ Reports, invoicing
- Create and maintain client files;
- Communicating directly with clients to address queries;
- Diary and email management for Partners;
- Administrative and operational support to our Business Advisory team;
- Accurate administration of client-related files and document management;
- Fee posting and billing for Partners;
- Preparation of engagement letters, proposals and reports;
- Administering the ATO and ASIC portal; lodgements, attending ATO queries and ATO mail management
- Prepare meeting/boardrooms agendas, room set up and taking meeting minutes;
- Reception relief as required.
About you :
- Experience in a similar Client Service Coordinator, Personal Assistant or Executive Assistant role, ideally within professional services (accounting, legal).
- Experience with electronic document management systems (i.e. FYI Docs), APS and Now Infinity is beneficial;
- Advanced Microsoft Office skills, including Word, Excel and PowerPoint:
- Strong attention to detail.
- Excellent IT literacy.
- Strong written and verbal communication skills.
- Driven and self-motivated.
- Ability to work as a team player, and autonomously as required.
About Nexia Melbourne
At Nexia Melbourne our purpose is to connect people with their true potential, by giving them the insight, advice and support they need to navigate to success - this role will be invaluable in helping us service our diverse client portfolio and help them meet their regulatory goals.
We provide a full-service solution to a diverse range of clients from large corporate organisations to privately-owned businesses as well as high net worth individuals. Our Services include Audit and Assurance; Corporate Advisory; Business Advisory; Taxation Consulting; Superannuation and Financial Planning. We have two offices across Melbourne (CBD and Caulfield) with a total of 90 professional and support staff.
Our Perks include:
- Highly collaborative team environment
- Learning and development to support your career
- Team lunches, drinks and firm-wide events
- Birthday and Paid Parental leave
- Employee Assistance Program (EAP)
Candidates must have full Australian working rights to apply.
How do I apply?
Please submit your application and respond to the screening questions. Please include the following for your application to be considered:
- Your up to date CV
- A cover letter outlining your suitability for this position
Please note we will not accept unsolicited applications via agencies
