Accounting Administration Assistant

Are you someone who wants to work for a Financial Planning/Accounting business that is placed in the top 30 Best Places to Work in Australia 2025 and recognized as the Best Place to Work for Women 2025?

Invest Blue has an exciting opportunity to join us in Newcastle. We are seeking a part-time (3 days per week) Accounting Administration Assistant to work in the Newcastle office, joining the energetic accounting team.

What we offer

When you join the Invest Blue family, you gain access to benefits, including:

• Participation in our annual "Celebrate the Wins" offsite conference and event, fully sponsored by Invest Blue.
• Continuous learning and development opportunities.

This is a diverse, engaged, and rewarding role that allows you to provide an excellent experience to our accounting clients. You'll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.

About Us

Invest Blue is Australia's trusted home of great advice. We are a large, holistic financial planning business with offices across QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers, accountants, and support staff are dedicated to empowering our clients to live their best possible lives.

Our strength comes from delivering tailored, high-quality advice based on a consistent process. Invest Blue's financial advice focuses on achieving a balance that allows clients to enjoy their lives today while saving for their future goals.

At Invest Blue, we're committed to fostering an environment where our team members thrive. As Richard Branson said, "Clients do not come first. People come first. If you take care of your people, they will take care of the clients." We have an open and transparent culture, encouraging idea-sharing and collaboration. The growth of our business offers long-term career development opportunities.

About you:

• Recently completed studies in Accounting or Office Administration and ready to start your career.
• Motivated team player with great people skills.
• Outstanding written and verbal communication skills with high attention to detail.
• Exceptional ability to manage multiple tasks, prioritize, and meet goals.
• Ability to work under pressure.
• Eager to learn and willing to unlearn when necessary.
• Bring fresh and innovative ideas.
• Value a team-oriented culture.

Key role responsibilities:

• Provide exceptional client service through initial and ongoing support.
• Assist with accurate, compliant taxation support and administrative tasks for accountants.
• Proactively communicate with clients, accountants, and the ATO to keep records current.
• Manage work progress reporting and task prioritization.
• Make proactive phone calls to ensure ongoing support services.

Desired Skills and Experience

• Experience in delivering exceptional client service in a client-facing environment.
• Ability to build and maintain effective relationships with clients and stakeholders.
• Strong planning, prioritization, and scheduling skills with minimal supervision.
• Ability to work under pressure within a compliance framework.
• Experience with accounting software (e.g., Xero) is desirable but not mandatory.

Qualifications

• Desirable but not mandatory: Tertiary qualifications in business administration, financial services, or a related discipline (completed or near completion).
• Standard background checks including criminal history, bankruptcy, ASIC.

The remuneration package ranges between $55,000 - $60,000 (full-time equivalent) plus superannuation, depending on education and experience.

Your application will include questions about your right to work in Australia, experience with accounting packages, years of experience, police checks, and customer service and data entry experience.

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