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Form of workAbout Us
As one of Australia's leading full service Family Offices, you'll join a team of experienced professionals working together to build, protect and share knowledge wealth and expertise reflecting a truly iconic Australian family's values.
The Team Coordinator will provide direct and focused administrative support to the Accounting team.
Responsibilities
Team Support
- Coordinate and maintain the Cambooya tax lodgement program, including acting as an ATO liaison officer, preparation and lodgement of ATO forms, data entry into Handitax and compliance of tax office notices.
- Scanning and filing of documents including but not limited to income tax returns, financial statements.
- Manage the FOM Board Paper process and provide Board meeting support, including organising meeting invitations participant attendance, document preparation and distribute communications such as minutes and resolutions via Nimbus client portal.
- Coordinate job management tasking for the Family Office Team including, but not limited to, tasks associated with individual Service Charters, accounting compliance jobs, Board papers, Investments Due Diligence work
- Coordinate FOM meetings, including ensuring agendas and attachments are circulated and available
- Assist and support the Family Office Services team with PowerPoint presentations, preparing agendas and coordinating meetings with internal and external stakeholders and proactively engage with the CE-FOM and Accounting team to provide focussed team support and coordination including workflow management, timely reminders, due dates, planner and calendar creation and overall meetings management to ensure deadlines are met
Insurance Liaison
- Insurance related liaison between the Family Office Members and Brokers
- Coordinate insurance renewal program
Audit Support
- Assist with tracking and workflow planning of audit jobs in accordance with audit timeline.
- Attend meetings with external auditors, when needed to ensure timeframes and information exchanges are being met
- Coordination of exchange of financial statements with external auditors
About you: Skills and Experience
- Minimum 3 - 5years’ experience in a similar role
- Certificate III or IV in administration or equivalent
- Strong experience with administration and document management, including demonstrated ability to understand and implement document filing protocols and maintain data integrity.
- Previous experience with tax lodgements and handling ATO forms
- Experience in preparing correspondence and other written material
- Strong proficiency in MS Office, Word, Adobe, Excel and Outlook
- Advanced Power Point skills
- Experience with Handitax (desirable)
To be considered for the role, please apply directly or submit your CV and a cover letter addressing the requirements of the role to Helen Frketic, HR Business Partner: ********@cambooyaptyltd.com.au
