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Administrative Support Specialist

2 months ago

Norwood, Australia Calculated Solutions Full time
Administrative Assistant Opportunity

Calculated Solutions is seeking a highly motivated and organized Administrative Assistant to join their dynamic team in Norwood. As a key member of the team, you will provide administrative support to the Accounting and Loan Broking divisions, ensuring the smooth operation of the office.

Key Responsibilities:
  • Provide exceptional customer service, answering phones and scheduling appointments.
  • Assist with reception duties, including collating client financial statements and ATO correspondence.
  • Collaborate with the ATO regarding client accounts and attend to ASIC functions for corporations.
  • Collate and print loan documentation, liaise with lenders and clients, and organize property valuations.
  • Conduct credit checks and title searches, update the loan broking CRM program, and perform miscellaneous scanning and filing tasks.
  • Support the Managing Director, Office Manager, and loans department as required.

Requirements: We are looking for an individual with a passion for helping others, a willingness to learn, and adaptability to a variety of tasks. While professional qualifications are not necessary, a Certificate III in Business Administration or commensurate study is highly regarded.

About Us: Calculated Solutions is a boutique accounting and financial services firm providing expert advice in Accounting, Taxation, Loans, SMSF, Financial Planning, and Property Investment. Our office environment is fun and easy-going, with a focus on teamwork and responsibility.