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Team Administration
3 months ago
Varied Role
- Small & Supportive Team
- Malvern Location
**The Business**:
This highly successful, privately owned Financial Services firm are experts in providing comprehensive financial advice to individuals and businesses. They are committed to delivering exceptional solutions and pride themselves on their client-oriented approach.
**The Position**:
**The Duties**:
- Coordinating meetings
- Maintaining client records and files
- Preparing and reviewing various forms
- Assisting in preparing tax returns
- Liaising with Superannuation funds
- Assisting with client lodgements
- Assisting with client enquiries
- Assisting with client accounts and billings
- Various other administration duties as requested
**The Requirements**:
To be successful for this position you must possess exceptional organisational and time management skills with the ability to prioritise effectively. Your efficiency and strong attention to detail will be essential for this position, so too your willingness to assist others and work proactively within a small team.
**The Process**:
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