Financial Assistant Accounting

1 week ago

Melbourne, Australia Engage Personnel Full time

Full-time, permanent opportunity
- Engaging role with a lot of variety
- Plenty of opportunity for development and career progression

**The Company**

Our client is an Accounting and Financial Planning firm based in the Melbourne CBD. They have a consultative approach and provide tailored advice to their clients across a diverse range of industries. They pride themselves on being hands-on and passionate with their clients.

**The Role**

They now have an opportunity for a dedicated Administrator to join their team. You would be responsible for providing support to a team of financial planners with opportunity to also help the accounting team.

This role is perfect for somebody who is forward-thinking and is eager for some variety in their next role.

**Your key responsibilities will include**:

- Assisting clients with queries they may have
- Scheduling meetings
- Drafting letters
- Scanning and electronic filing
- Preparing documents for any meetings
- Preparing and lodgement of client documents and forms
- Coordinating Statement of Advice documents
- Reception relief duties
- Processing client correspondence
- Following up action items
- Assisting the accounting team with general administration

**About You**
- Experience working in a financial services firm is essential for this position
- People skills, ability to build rapport with clients
- Positive attitude
- High attention to detail

**Benefits**
- Annual salary reviews
- Career progression opportunities
- Training and support provided
- Regular social events and team bonding

**How to Apply**
**Rebecca Borgonha **on
**(03) 9077 7491**.

**All communication will be strictly confidential.

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