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Form of workHi, we're Ulton! Based in Queensland, we're one of the state's largest and most dynamic business advisory, chartered accounting and wealth management practices. We have a history of helping businesses, and the business owners behind them, grow and become a success. We think you should join our team!
An opportunity exists for a supremely professional and confident individual with previous administration experience to become an integral member of our Wealth Management team.
Our Team Administrator/Personal Assistant will work closely with our Wealth Management team and be responsible for:
- Coordination of client meetings (including management of calendars)
- Coordination of the travel arrangements and accommodation
- Preparation of monthly billing
- General office administrative duties including maintenance of client records, purchase orders, database management and maintenance, and mail
- Responsible for internal and external verbal and written communication
- Monitoring and actioning of email and voicemail as delegated by the Partner
This role can be tailored to an individual looking for full-time hours, but can also be tailored to someone looking for more flexibility. This can be explored in the interview process.
Ideal candidates will demonstrate:
- a passion and interest to work in a professional office.
- strong experience in a similar role.
- high level relationship management and verbal/written communication skills.
- sense of pride in their work.
- strong time management skills.
