Team Assistant
The Role An exciting opportunity exists for an experienced Team Assistant to provide confidential executive, project, and... more info
Key Responsibilities Document preparations and correspondence Assisting with compliance collations Timesheets Complete team workflow tasks Client record management using various software including BGL ATO record management and lodgments Monthly invoicing Manage and maintain the organisation’s databases Provide comprehensive administrative support Who We’re After Outlined below is the overview of the qualifications, skills and personal attributes we’re looking for. Relevant Skills This position is best suited for individuals who are currently pursuing or have completed their certification in administration, or those who have a keen interest in pursuing a career in administration. Previous experience as an assistant responsible for organizing and preparing compliance documents and correspondence is highly desirable. To be successful in this role, your qualities, skills, knowledge and tasks will include: Ability and confidence to interact with staff of all levels including Partners Demonstrated honesty and integrity when managing client information Team-oriented with an ability to foster effective working relationships within a small team Exceptional organisational abilities evidenced through managing high volume workflow Commitment to efficient administration/process improvement Monitor project assignments and assign to team members Assistance with client communication management and service Technical Skills/Experience Desired But Not Compulsory Microsoft Office Document and Client Management Systems BGL SimpleFund360 What We Offer You’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nurture and empower every individual. We’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them. We are a team of 25 partners and 260 people that is growing to meet the demand of our clientele. That’s why we invest in the future of everyone who works with us, and a culture that supports us all. Our in-house leadership and professional development programs are tailored to your staff level and each explore how to lead with impact. #J-18808-Ljbffr
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