Administrative Assistant to Principals
1 week ago
We're a leading network of independent Australian firms, working together to enable growth and ambition for our clients and our people.
Join a team with heart, where we support each other, learn together, and foster relationships that nurture and empower every individual.
About the Role
As a Team Assistant, you will provide high-quality secretarial and administrative support to two Principals and their teams in our Private Business and Family Advisory division.
Your core responsibilities will ensure the provision of outstanding client service through quality, timely, and cost-effective administrative support.
Key Responsibilities
- Provide high-level daily support to two Principals and their teams, regarding all administrative and general requirements.
- Provide teams with document management support, including scanning, filing, and documenting accurately.
- Support respective teams with daily/weekly team meetings by preparing agendas in advance, documenting minutes, distributing information packs, and chasing actions.
- Prepare correspondence for and on behalf of clients, including Tax Summaries, Bound Packs, Client Meeting Packs, Client Meeting agendas, and Mail Merge documentation.
- Oversee correspondence through the ATO Portal and BAS Lodgments.
- Maintain and update client information as required across the firm's practice systems to ensure compliance with internal processes and accuracy of information.
- Coordinate team/s work In Progress (WIP) meetings to help manage workflow and allocation of resources to meet client commitments.
- Coordinate monthly fees and billing activities with the designated team/s.
- Promote the interests of the firm to the general community and enhance the firm's brand in the market by representing and championing the firm to the external market.
Requirements
- Proficient typist with a minimum typing speed of 60 wpm and 98% accuracy.
- Proficient user of MS Office Suite products, including Word, Excel, Outlook, and Teams.
- Familiar with accounting software, including Xero, Now Infinity, and Practice Ignition.
- Has superior written and oral communication skills.
- Strong numeracy skills.
- Strong time management skills with the ability to be agile with changing priorities and deadlines.
Desirable
- Certificate IV or higher in Business Administration or similar.
- Has experience working in a professional services firm or has industry knowledge.
About Us
Pitcher Partners is committed to developing meaningful relationships with our clients and each other. We foster an environment of openness, where great ideas can come from anywhere.
Our in-house leadership and professional development programs are tailored to your staff level and explore how to lead with impact.
We actively support your health and social connection with a vibrant culture, great flexible working policy, 12 weeks paid parental leave, Community leave, Purchased leave program, Employee Assistance program, and more.
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.
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. We value diversity in our workforce and strongly encourage people from under-represented backgrounds to apply.
Applicants must be Australian citizens or hold a current valid Australian work visa. You may be required to provide evidence at application.
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