Personal Assistant / Client Services Coordinator

Job details

Location: Melbourne
Salary: $40-$45 per hour + super
Job Type: Temporary
Reference: 100351
Posted: 13 days 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

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.

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