Assistant Manager- Fordham

1 week ago

Melbourne, Australia Perpetual Limited Full time

Purpose of the role:
Provide management support via allocation, supervision, and evaluation of junior members work

Key outputs:
Encompass a strong understanding of the firm’s vision, values and overall organisational approach. The Assistant Manager will cascade this understanding through to their reporting lines. As emerging leaders they will lead by example modelling desired behaviors.

They will provide guidance and mentor their reporting lines to ensure all clients receive a consistently high level of quality in service and outcome.

Support manager via the allocation, supervision, and evaluation of junior members work

Key tasks:
Manage end to end a designated client list,manage the initial scope of client requirements Brief and engage required resources

Set budgets and delivery timelines

Effectively manage fees and requirements that fall outside of scope, manage or contribute to development of a high performing team Manage production and staff utilisation.

Convey the value of the firm and service offerings to clients and team members,

Contribute to the general operations of the respective team.

Education requirements:
Bachelor’s Degree: Finance/Accounting/Commerce

Industry specific: qualified Chartered Accountant/Certified Practicing Accountant

Experience requirements:
Able to demonstrate previous experience in leading and developing junior staff i.e. responsibility for reviewing work and managing workflow.

Exposure to various business structures including trusts Demonstrate a good understanding of Division 7A, Part 4A Demonstrate an ability to handle complex and diverse engagements Previous experience in a multi partner business services firm would be ideal.

Special requirements of this role:
Strong attention to detail and accuracy

Can quickly build and maintain trust and rapport with clients and peers Demonstrate a drive for technical knowledge

Demonstrate a passion and pride in delivering successful outcomes Well developed negotiation and influencing skills

Sound judgment skills and a commitment to ethical decision-making Ability to coach and support others, members of team and wider firm

Ability to project a positive and professional representation of the firm at all times.

Reports to:
Perpetual Private People Leader - Fordham

Regularly interacts with (in Perpetual):
Team Members Leadership Group Support Services

Regularly interacts with (external to Perpetual):
Clients

Support and regulatory bodies

Behaviours

Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.

Employee benefits- Work from anywhere in Australia for up to one month each year-
- An annual allowance to empower you to prioritise your personal wellbeingDiversity and inclusion- WGEA Employer of Choice for gender equality since 2018-
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy-
- A growing number of employee-led networks who work to raise awareness and drive continued change

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