Personal Assistant

2 weeks ago

Brisbane, Queensland, Australia Pitcher Partners Full time

Pitcher Partners is a leading network of independent Australian firms, working together to enable growth and ambition for our clients. And our people.

When you join Pitcher Partners, you're joining a team with heart. We support each other. We learn together. We're deliberate about fostering relationships that nurture and empower every individual.

We're excited by what's possible. We know some of the best new ideas come in the form of curious, talented people we haven't met yet. Perhaps you're one of them. We are a team of 23 partners and 240 people that is growing to meet the demand of our clientele.

About the role

In this position, your responsibilities will be 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 required. You will demonstrate initiative and efficiency in managing multiple tasks within tight deadlines and maintaining a high attention to detail throughout. You will be proactive and confident in representing the Partners when they are unavailable is essential. A professional approach, along with exceptional written and verbal communication skills, will be required. This is a full-time permanent position.

Key responsibilities include, but are not limited to:

  • Essential point of contact for client communications for the applicable Partners when they are unavailable
  • Diary management for the Partners – booking appointments, applying strategic time management, managing daily appointments including over-runs, proactively managing external and internal meetings
  • Formatting proposals, tenders and client structure diagrams of high quality that represents the Pitcher Partners style guide and the firm's professionalism
  • Onboarding clients in the CRM system and other applicable databases, and maintaining accurate client records to ensure a seamless client experience
  • Running reports out of the relevant client databases
  • Fee preparation, including printing reports, drafting, and posting of fees in our practice management system, updating fee tracker and support to the wider administration group
  • Organising workflow for the team
  • Coordination of Partner lead hosted events including:
    • Events invitation management including drafting of invitations, managing RSVP lists, chasing responses, evaluating numbers, and arranging second round invites
    • Assisting the Partner with preparation for events including speech and PowerPoint preparation, and creating worksheets for workshops
    • Bump in and out of events including presence at registration table, banner setup, merchandise, and other requirements for the event when required
    • Post-event tasks including attendee correspondence, post-event review/feedback, and collating material for follow up on social media platforms
  • Supporting the management of corporate partnerships/sponsorships as required for key signature events
  • Assisting the Partner with creating marketing collateral for newsletters and social media for national and local distribution
  • Assist and support partner driven business development activities and client relationship management
  • Processing of timesheets and expense claims of applicable partners
  • Ad hoc administration duties, including but not limited to document preparation and correspondence, drafting agendas, filing, and distribution of client and industry surveys
  • Assisting team administrators across the various service lines with overflow, and reception cover when required

Who we're after

This role would ideally suit a candidate who is interested in pursuing a long-term career in administration. Previous experience as a Personal Assistant coordinating client events, along with experience in formatting proposals and presentations is essential (minimum 5 years experience).

To be successful in this role, you will satisfy the following requirements:

  • Ability to confidently interact with external clients, and staff of all levels, including Partners
  • Ability to understand business priorities and eagerness to be involved in Partner driven business development initiatives
  • Ability to work within a team environment as and when required but also ability to work autonomously and unsupervised
  • Ability to multi-task, and apply effective and strategic time management
  • Creative problem-solving skills with the ability to 'think outside the box'
  • Commitment to efficient administration and continuous process improvement
  • Demonstrate honesty and integrity when managing client information
  • Demonstrate alignment with firm values

You will have excellent administration and computer skills with a high degree of attention to detail and accuracy. Your technical skills/experience will include:

  • Advanced Word, Excel, Outlook, and PowerPoint (MS Office) skills is essential.
  • Experience using Document and Client Management Systems is essential.
  • Experience using Microsoft Dynamics, Canva, Mailchimp and Eventbrite is highly desirable.
  • Experience using industry systems including ATO portal, ASIC portal, Equifax, CAS360, MYOB Advanced, Client Portals, Virtual Cabinet and CaseWare is highly desirable.

What we offer
At Pitcher Partners we believe success is better shared. That's why we invest in the future of everyone who works with us, and a culture that supports us all. Our inhouse leadership and professional development programs are tailored to your staff level and each explore how to lead with impact.

Join a team with heart

We actively support your health and social connection with a vibrant culture, great flexible working policy, paid parental leave, Employee Assistance program and more.

Do work with a purpose
We put a lot of energy into developing meaningful relationships with our clients and each other. It results in a level of trust that creates surprising opportunities for our business. And your career.

Bring your best ideas
We're inspired by potential. We know there's always a better way to do something. We foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

Employee Benefits:

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

How to apply

If you can see yourself as part of a team that's all about people doing meaningful work, and leading with the best ideas, we want to hear from you. Submit your application via the link.

Actively improving diversity in our workforce is central to our purpose, and we strongly encourage people from under-represented backgrounds to apply.

All applicants must be Australian citizens or hold a current valid Australian work visa. You may be required to provide evidence at application.

Only applicants shortlisted for an interview will be contacted.

While we appreciate the role recruitment agencies play in our recruitment strategy, unsolicited CV's will not be considered.

Apply for this role

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