Team Assistant

3 weeks ago

Adelaide, South Australia Pitcher Partners Full time

 

About the Role:

The Team Assistant will provide high-quality secretarial and administrative support to two Principals and their teams in the Private Business and Family Advisory division. The role involves ensuring the provision of outstanding client service through quality, timely, and cost-effective administrative support.

Key Responsibilities:

  • Provide daily support to two Principals and their teams regarding all administrative and general requirements.
  • Support the teams with document management, including scanning, filing, and documenting accurately.
  • Prepare agenda in advance, document minutes, distribute information packs, and chase actions for daily/weekly team meetings.
  • 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 to internal processes and accuracy of information with a focus on client onboarding and offboarding.
  • Coordinate team/s work In Progress (WIP) meetings to help manage workflow and allocation of resources to meet client commitments, in conjunction with the team leadership.
  • 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:

The ideal candidate will have experience delivering high-level support in a similar administrative/secretarial role. The candidate should be proficient in MS Office Suite products, including Word, Excel, Outlook, and Teams. Familiarity with accounting software, including Xero, Now Infinity, and Practice Ignition, is also required. The candidate should have superior written and oral communication skills, strong numeracy skills, and strong time management skills with the ability to be agile with changing priorities and deadlines.

Certifications:

Certificate IV in Business Administration or higher is desirable. Experience working in a professional services firm or having industry knowledge is also desirable.

 

About Pitcher Partners:

Pitcher Partners is a leading network of independent Australian firms working together to enable growth and ambition for our clients and our people. We support each other, learn together, and foster relationships that nurture and empower every individual. We're excited by what's possible and know that some of the best new ideas come from curious, talented people we haven't met yet.

 

What We Offer:

Pitcher Partners invests in the future of everyone who works with us and has a culture that supports us all. 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, flexible working policy, 12 weeks paid parental leave, Community leave, Purchased leave program, Employee Assistance program, firm-subsidised social club, workplace giving, and more.

 

How to Apply:

If you're looking for a role that offers variety and requires secretarial, administrative, and professional services industry knowledge and experience, please apply now or email your cover letter and CV to -

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