Connecting...

Personal Assistant - Financial Planning

Job details

Location: Sydney
Salary: $85k Package
Job Type: Permanent
Discipline:
Reference: 97706
Posted: about 1 month ago

Job description

  • Award winning Accounting Firm based in Sydney’s CBD.
  • Busy & Fast paced role.
  • Up to $85k package.

 

About the company:

This role is working at an award winning Mid-sized Accounting firm which offer excellent training and development. This Accounting Firm is Australian and globally focussed providing Taxation, Audit, Financial Advisory and has an impressive client base.

 

About the role

This role is a  fantastic opportunity for an energetic, motivated and enthusiastic ‘Personal Assistant’ who is seeking variety and a new challenge.  Working closely with the Financial Planning team your primary responsibility will be to provide administrative support to the Partner.

 

You will be required to:

  • Provide high-level executive support to the Financial Planning Partner.
  • Plan and manage appointments, travel arrangements.
  • Coordinate meetings, including preparation of agendas, receiving presentation materials video/ teleconferencing arrangements and catering.
  • Manage, monitor and reconcile expenses (with the support of office administrator).

 

About you:

  • Previous experience in ASIC Compliance, Registration of ABN/TFN/GST.
  • Excellent interpersonal skills, with the ability to maintain effective working relationships at all levels.
  • Highly developed written and verbal communication skills.
  • Utmost integrity, discretion, and confidentiality with experience dealing with highly sensitive information.
  • Exceptional planning, organising, time management and problem-solving skills.
  • Advanced proficiency with MS Office, including Outlook, Word, Excel, PowerPoint.

 

What next

If you believe you are suitable for this role, please contact Naomi Hanley 0414 487 228 / naomih@charterhouse.com.au