Accounting/Financial Planning Admin All Rounder

7 days ago

Sunshine Coast, Australia Oceana Accounting Full time $60,000 - $80,000 per year

About Us

We are a small accounting and financial planning business located on the sunshine coast looking to grow. We're looking for a detail-oriented and proactive Administrative Assistant to join our Accounting and Financial Planning team. If you thrive in a self led role, understand accounting and financial planning software, love numbers, and enjoy keeping things organized, this could be the perfect role for you.


Key Responsibilities

  • Provide administrative support to the accounting and financial planning team
  • Assist with the preparation and tracking of tax returns
  • Assist with the preparation of financial planning reports
  • Assist with client emails and paperwork to support a wide range of tasks both in accounting and financial planning
  • Schedule meetings, keep track of workflows and ensure the day to day operations run efficiently
  • Communicate with clients, and internal team regarding financial documents and deadlines
  • Organize and maintain digital and physical filing systems
  • Ensure confidentiality and integrity of financial data

Qualifications

  • Proven experience in an administrative or assistant role, preferably in finance or accounting
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office Suite, especially Excel; experience with accounting software is a plus specifically "Access Accountant", "BGL 360" & "Midwinter".
  • Ability to manage multiple tasks and meet deadlines
  • High level of discretion when dealing with sensitive financial information
  • Based on the Sunshine Coast, preferably the northern end

Why Join Us?

  • Supportive work environment
  • Flexibility of work hours
  • Ability to work remotely once fully trained
  • Opportunities for professional growth and development
  • Make a meaningful impact in a company that values precision and people

Apply Now

If you're ready to contribute to a team that values efficiency, accuracy, and proactive support, we'd love to hear from you.

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