Personal Assistant

2 weeks ago

Brisbane, Queensland, Australia MW Recruitment Full time
Personal Assistant - Public Practice Accounting

Administrative Assistants (Administration & Office Support)

Joining this team means becoming part of a community with heart, where mutual support and continuous learning are priorities. Currently, the team consists of 23 partners and 240 people, expanding to meet the growing demands of their clientele with a priority on team culture and family

About the Role

In this position, responsibilities are divided between providing administrative support to two Partners and offering general assistance to the Private Business and Family Advisory Division and other service lines when needed.

This role requires initiative, efficiency in managing multiple tasks within tight deadlines, and a high attention to detail. Proactive and confident representation of the Partners in their absence is essential. A professional demeanour and exceptional written and verbal communication skills are required. This is a full-time permanent position.

Key Responsibilities Include:

  • Serving as the essential point of contact for client communications when Partners are unavailable.
  • Managing Partners' diaries, including booking appointments, strategic time management, and handling daily schedules and meetings.
  • Formatting proposals, tenders, and client structure diagrams to align with the firm's style guide and professionalism.
  • Onboarding clients in the CRM system and maintaining accurate client records for a seamless client experience.
  • Running reports from relevant client databases.
  • Preparing fees, including printing reports, drafting, and posting fees in the practice management system, and updating fee trackers.
  • Organizing workflow for the team.
  • Coordinating Partner-led events, including invitation management, preparation for events, and post-event tasks.
  • Supporting the management of corporate partnerships/sponsorships for key signature events.
  • Assisting in creating marketing collateral for newsletters and social media.
  • Supporting partner-driven business development activities and client relationship management.
  • Processing timesheets and expense claims for applicable partners.
  • Handling ad hoc administration duties, including document preparation, correspondence, drafting agendas, filing, and distributing client and industry surveys.
  • Assisting team administrators across various service lines with overflow and reception cover when required.

Who We're After

This role suits a candidate interested in a long-term career in administration, with at least 4 years of experience as a Personal Assistant coordinating client events and formatting proposals and presentations. Successful candidates will have:

  • Confidence in interacting with external clients and staff at all levels, including Partners.
  • Understanding of business priorities and eagerness to participate in partner-driven business development initiatives.
  • Ability to work both independently and within a team environment.
  • Effective multi-tasking and strategic time management skills.
  • Creative problem-solving abilities and commitment to continuous process improvement.
  • Honesty and integrity in managing client information.
  • Alignment with firm values.

Excellent administration and computer skills with high attention to detail and accuracy are essential. Technical skills/experience should include:

  • Advanced skills in Word, Excel, Outlook, and PowerPoint (MS Office).
  • Experience with Document and Client Management Systems.
  • Experience with industry systems such as ATO portal, ASIC portal, Equifax, CAS360, MYOB Advanced is advantageous

What's in it for you?

Success is best when shared. Investment in the future of every team member is paramount, with tailored in-house leadership and professional development programs exploring impactful leadership.

Join a Team with Heart

A vibrant culture supports health and social connection, with flexible working policies, paid parental leave, an Employee Assistance Program, and more.

Do Work with Purpose

Meaningful relationships with clients and each other lead to a level of trust that creates surprising opportunities for the business and careers.

Bring Your Best Ideas

An environment of openness fosters great ideas from anywhere, starting with listening.

Employee Benefits:

  • Income Protection Insurance
  • Free fortnightly lunch
  • Discounted health insurance
  • Active social club
  • Regular sporting and team events
  • Mental health support via the Employee Assistance Program
  • Dress for your day policy
  • Modern, city-central office environment with lavish end-of-trip facilities

For further information please call Dominic Hannan on or direct line

#SCR-dominic-hannan

About the recruiter

Your application will include the following questions:

How many years' experience do you have as a personal assistant?

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