Job details
Location: | Melbourne |
Salary: | $40-$45 per hour + super |
Job Type: | Temporary |
Discipline: | |
Reference: | 100351 |
Posted: | almost 2 years ago |
Job description
Your role as the Personal Assistant / Client Services Coordinator will be to provide direct support to the superannuation team and to provide outstanding client service to the firm's clients.
Primary Responsibilities
- Providing support to two busy partners
- Full diary management
- Create and maintain client files
- Respond to client queries.
- Debtor management of clients
- Prepare engagement letters, proposals and reports
- Be the primary contact and provide Corporate Secretarial services
- Updating and maintaining Risk Management register
- Daily usage of MS office and APS
- Coordinating weekly and monthly internal meetings
- Lodgement of tax
The successful applicant will have the following attributes:
- Minimum 2 years’ experience in a similar role
- Excellent attention to detail
- Work autonomously and be team oriented
- Ability to multi task, prioritise and problem solve
- Excellent communication skills (both verbal and written)
- Advantageous APS system knowledge
If you are looking for a 2 month contract with an immediate start and would love to be working for a fun, supportive, flexible working environment, please email ksaes@charterhouse.com.au
At Charterhouse, we embrace, and value, diversity of culture, working arrangements, sexual orientation, and gender identity. On behalf of our client, we promote a workplace that actively seek to include and welcome unique contributions of all people; to embrace and celebrate the value of Aboriginal and Torres Strait Islander staff, their skills and contributions to the workplace.