Administration Assistant

2 months ago


Norwood, Australia Calculated Solutions Full time

Professional Chartered Financial Services firm in Norwood seeks an enthusiastic Administration Assistant to join their thriving team.

Our Client is a boutique accounting and financial services firm that provides expert, proactive advice in the areas of Accounting, Taxation, Loans, SMSF, Financial Planning and Property Investment.

They are seeking a full time or part time Administration Assistant with a main focus in supporting their Accounting and Loan Broking divisions and assisting in the day-to-day functionality of their busy office.

The office environment is fun and easy going. Everyone takes responsibility for their tasks within the team. They are located in Norwood in a quiet street on the fringe of the CBD, not far from the Parade. There is plenty of free parking.

Applicants must demonstrate a passion to help others, be eager to learn and be adaptable to a variety of tasks.

Professional qualifications are not necessary for this position however; candidates who have achieved a Certificate III in Business Administration or any commensurate study will be looked upon favourably.

Some of your duties will include but are not limited to;

  • Answering phones & scheduling appointments;
  • Assist with reception duties;
  • Collating client financial statements, income tax returns and other ATO correspondence;
  • Attend to ASIC functions for corporations;
  • Collaborate with ATO regarding client accounts;
  • Collation and printing of loan documentation;
  • Liaison with lenders and clients;
  • Organise and follow up client property valuations;
  • Scenario/policy research;
  • Credit checks and title searches;
  • Update of loan broking CRM program;
  • Miscellaneous scanning and filling;
  • Assist Managing Director, Office Manager and the loans department where required.

Apply now - don't delay


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