Private Wealth Administrator

2 days ago

Melbourne, Victoria, Australia beBeeAdministrative Full time $140,000 - $180,000
Job Overview

The role of Associate (Administration) in the Private Wealth, SMSF team involves supporting client teams with day-to-day administrative tasks and managing client data to ensure continued integrity.

You will be responsible for attending to tax regulatory lodgments, monitoring client deadlines, and distributing tax regulatory correspondence.

Additionally, you will provide general administrative assistance to the Team, including phone messages, meeting bookings, scanning documents, and diary management.

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